Concurrent Investment Advisors, LLC Dimensional ETF Tr Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 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 87,373 shares of DFAI stock, worth $3.19 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
87,373
Previous 72,249 20.93%
Holding current value
$3.19 Million
Previous $2.5 Billion 27.16%
% of portfolio
0.05%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$34.05 - $36.55 $514,972 - $552,782
15,124 Added 20.93%
87,373 $3.18 Billion
Q2 2025

Jul 25, 2025
BUY
$28.02 - $34.71 $1.49 Million - $1.84 Million
53,099 Added 277.28%
72,249 $2.5 Billion
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
693
Shares Held
258M
Call Options Held
0
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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