Concurrent Investment Advisors, LLC Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 4,638 shares of DFAT stock, worth $267,334. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,638
Previous 4,625 0.28%
Holding current value
$267,334
Previous $250 Million 8.17%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 27, 2025
BUY
$53.36 - $59.69 $693 - $775
13 Added 0.28%
4,638 $270 Million
Q2 2025

Jul 25, 2025
BUY
$44.8 - $53.97 $537 - $647
12 Added 0.26%
4,625 $250 Million
Q1 2025

Apr 29, 2025
BUY
$50.44 - $58.1 $453 - $522
9 Added 0.2%
4,613 $238 Million
Q4 2024

Feb 03, 2025
BUY
$54.54 - $61.04 $490 - $549
9 Added 0.2%
4,604 $256 Million
Q3 2024

Oct 30, 2024
BUY
$51.0 - $57.07 $510 - $570
10 Added 0.22%
4,595 $256 Million
Q2 2024

Jul 30, 2024
BUY
$50.18 - $54.47 $230,075 - $249,744
4,585 New
4,585 $238 Million

Others Institutions Holding DFAT

# of Institutions
800
Shares Held
172M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

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