Concurrent Investment Advisors, LLC Dimensional ETF Tr U S Small C Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 53,681 shares of DFAS stock, worth $3.69 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
53,681
Previous 31,416 70.87%
Holding current value
$3.69 Million
Previous $2 Billion 83.61%
% of portfolio
0.06%
Previous 0.04%

Shares

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

Oct 27, 2025
BUY
$63.41 - $69.69 $1.41 Million - $1.55 Million
22,265 Added 70.87%
53,681 $3.67 Billion
Q2 2025

Jul 25, 2025
BUY
$52.31 - $63.72 $786,480 - $958,030
15,035 Added 91.78%
31,416 $2 Billion
Q1 2025

Apr 29, 2025
BUY
$58.81 - $68.2 $603,390 - $699,732
10,260 Added 167.62%
16,381 $979 Million
Q4 2024

Feb 03, 2025
BUY
$63.58 - $71.15 $389,173 - $435,509
6,121 New
6,121 $398 Million

Others Institutions Holding DFAS

# of Institutions
853
Shares Held
133M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S SMALL C

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