Concurrent Investment Advisors, LLC Dimensional ETF Tr U S Equity 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 Equity stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 4,023 shares of DFUS stock, worth $293,316. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,023
Previous 4,023
-0.0%
Holding current value
$293,316
Previous $270 Million
8.09%
% of portfolio
0.0%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
834Shares Held
203MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ50.6MShares$3.69 Billion4.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$580 Million5.21% of portfolio
-
Maseco LLP London,7.54MShares$550 Million26.46% of portfolio
-
Index Fund Advisors, Inc.4.99MShares$364 Million18.23% of portfolio
-
Plancorp, LLC4.57MShares$333 Million10.66% of portfolio