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

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 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 $291,265. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,023
Previous 3,635 10.67%
Holding current value
$291,265
Previous $220 Million 22.64%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$53.65 - $67.02 $20,816 - $26,003
388 Added 10.67%
4,023 $270 Million
Q1 2025

Apr 29, 2025
BUY
$59.61 - $66.71 $216,682 - $242,490
3,635 New
3,635 $220 Million

Others Institutions Holding DFUS

# of Institutions
804
Shares Held
197M
Call Options Held
3.8K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

DFUS Quotes by TradingView
  • Ticker DFUS
  • Sector ETFs
  • Industry ETFs
More about DFUS
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email