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Dimensional Etf Trust shares owned by Concord Asset Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAI) shares owned by Concord Asset Management from 13F filings

Historical chart of Concord Asset Management investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Concord Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Concord Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $242k 6.7k 36.35
2025-06-30 $1.5M 43k 34.57
2022-09-30 $303k 14k 21.57
2022-03-31 $202k 7.2k 28.15

More positions owned by Concord Asset Management

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Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ssga Active Tr Spdr Blackstone (HYBL)
Spdr Series Trust Portfli Intrmdit (SPTI)
Spdr Series Trust Portfolio Intrmd (SPIB)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Microsoft Corporation (MSFT)
Apple (AAPL)
Broadcom (AVGO)
Spdr Index Shs Fds S&p Intl Etf (DWX)
Wisdomtree Tr Us Midcap Divid (DON)
Amazon (AMZN)

View all positions for Concord Asset Management

Top funds holding Dimensional Etf Trust

Prudential Financial
Coldstream Capital Management
Envestnet Asset Management
Wiley Bros.-aintree Capital
Sym Financial Corporation
SRS Capital Advisors
Northern Trust
Royal Bank of Canada
UBS Group
Root Financial Partners
Moisand Fitzgerald Tamayo
Mariner Wealth Advisors
Pure Financial Advisors
LPL Financial
Resources Investment Advisors

View all funds holding Dimensional Etf Trust