Dimensional Etf Trust shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAI) 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 |
|---|---|---|---|
| 2024-09-30 | $333k | 11k | 31.78 |
| 2024-06-30 | $310k | 11k | 29.67 |
| 2024-03-31 | $189k | 6.3k | 30.22 |
| 2023-12-31 | $199k | 7.0k | 28.64 |
| 2023-09-30 | $384k | 15k | 26.11 |
| 2023-06-30 | $404k | 15k | 27.32 |
| 2023-03-31 | $321k | 12k | 26.95 |
| 2022-12-31 | $338k | 14k | 25.04 |
| 2022-09-30 | $798k | 37k | 21.58 |
| 2022-06-30 | $636k | 26k | 24.14 |
| 2022-03-31 | $606k | 22k | 28.13 |
| 2021-12-31 | $154k | 5.2k | 29.58 |