Concourse Financial Group Securities, Inc. Dimensional ETF Tr Dimensional Transaction History

Concourse Financial Group Securities, Inc.

$1.64 Billion
Q3 2024

Number of Shares

Previous 0 NaN%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	BUY	$25.36 - $28.37 $0 - $0	0 New	0 $0
Q2 2024 Jul 23, 2024	BUY	$25.73 - $27.44 $0 - $0	0 New	0 $0
Q1 2024 Apr 30, 2024	BUY	$24.62 - $26.83 $0 - $0	0 New	0 $0
Q4 2023 Feb 07, 2024	SELL	$22.18 - $25.58 $60,307 - $69,552	-2,719 Closed	0 $0
Q1 2023 May 15, 2023	BUY	$22.5 - $24.64 $61,177 - $66,996	2,719 New	2,719 $65,000
Q4 2022 Jan 30, 2023	BUY	$19.06 - $23.03 $0 - $0	0 New	0 $0
Q3 2022 Nov 15, 2022	BUY	$19.05 - $23.07 $0 - $0	0 New	0 $0
Q2 2022 Aug 09, 2022	BUY	$21.35 - $25.2 $0 - $0	0 New	0 $0
Q1 2022 May 09, 2022	BUY	$24.91 - $25.44 $0 - $0	0 New	0 $0

Others Institutions Holding DFIC

# of Institutions

393

Shares Held

2.26B

Call Options Held

Put Options Held

Elser Financial Planning, Inc Indianapolis, IN

2.02B
Shares

$54.7 Billion
3.13% of portfolio
Envestnet Asset Management Inc

27M
Shares

$731 Million
0.25% of portfolio
Mercer Global Advisors Inc Denver, CO

25.7M
Shares

$697 Million
1.59% of portfolio
Forum Financial Management, LP Lombard, IL

15.8M
Shares

$427 Million
8.47% of portfolio
Evensky & Katz LLC

5.9M
Shares

$160 Million
10.81% of portfolio

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