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Dimensional Etf Trust shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAI) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $12M 320k 38.11
2025-09-30 $3.2M 87k 36.35
2025-06-30 $2.5M 72k 34.57
2025-03-31 $598k 19k 31.23
2024-12-31 $664k 23k 29.20