Dimensional Etf Trust shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAS) 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 | $2.2M | 32k | 68.46 |
| 2025-06-30 | $2.0M | 32k | 63.71 |
| 2025-03-31 | $1.9M | 32k | 59.75 |
| 2024-12-31 | $2.2M | 34k | 65.08 |
| 2024-09-30 | $2.3M | 35k | 64.86 |
| 2024-06-30 | $2.1M | 35k | 60.08 |
| 2024-03-31 | $2.1M | 33k | 62.34 |
| 2023-12-31 | $1.8M | 30k | 59.62 |
| 2023-09-30 | $229k | 4.4k | 52.49 |
| 2023-06-30 | $228k | 4.2k | 54.79 |
| 2023-03-31 | $191k | 3.6k | 52.70 |
| 2022-12-31 | $200k | 3.9k | 51.16 |
| 2022-06-30 | $101k | 2.1k | 48.21 |
| 2021-12-31 | $88k | 1.5k | 59.95 |