Concurrent Investment Advisors, LLC Dimensional ETF Tr Transaction History

Concurrent Investment Advisors, LLC

  • $4.12 Trillion
  • Q1 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 19,150 shares of DFAI stock, worth $654,355. This represents 0.01% of its overall portfolio holdings.

Number of Shares
19,150
Previous 22,753 15.84%
Holding current value
$654,355
Previous $664 Million 9.98%
% of portfolio
0.01%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
$28.88 - $32.4 $104,054 - $116,737
-3,603 Reduced 15.84%
19,150 $598 Million
Q4 2024

Feb 03, 2025
BUY
$29.0 - $31.6 $659,837 - $718,994
22,753 New
22,753 $664 Million

Others Institutions Holding DFAI

# of Institutions
645
Shares Held
235M
Call Options Held
500
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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