Concourse Financial Group Securities, Inc. Dimensional ETF Tr Dimensional Transaction History
Concourse Financial Group Securities, Inc.
- $0
- Q2 2025
Number of Shares
0
Previous 0
NaN%
Holding current value
$0
Previous $0
NaN%
% of portfolio
100.0%
Previous 100.0%
Shares
15 transactions
Others Institutions Holding DIHP
# of Institutions
310Shares Held
136MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$790 Million1.57% of portfolio
-
Savant Capital, LLC25.4MShares$780 Million4.33% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$198 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6.22MShares$191 Million2.94% of portfolio
-
Sequoia Financial Advisors, LLC4.88MShares$150 Million1.01% of portfolio