Dimensional Etf Trust shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAE) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $276k | 8.8k | 31.53 |
| 2025-06-30 | $240k | 8.3k | 28.95 |
| 2025-03-31 | $55k | 2.1k | 25.89 |
| 2024-12-31 | $54k | 2.1k | 25.37 |
| 2024-09-30 | $58k | 2.1k | 27.41 |
| 2024-06-30 | $54k | 2.1k | 25.88 |
| 2022-06-30 | $76k | 3.3k | 23.23 |
| 2022-03-31 | $85k | 3.3k | 26.12 |
| 2021-12-31 | $55k | 2.0k | 27.13 |