Dimensional Etf Trust shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAU) 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 | $2.6M | 57k | 45.76 |
| 2025-06-30 | $2.3M | 54k | 42.36 |
| 2025-03-31 | $562k | 15k | 38.44 |
| 2024-12-31 | $591k | 15k | 40.49 |
| 2024-09-30 | $577k | 15k | 39.69 |
| 2024-06-30 | $543k | 15k | 37.49 |
| 2024-03-31 | $54k | 1.5k | 36.54 |
| 2023-12-31 | $49k | 1.5k | 33.24 |
| 2023-09-30 | $44k | 1.5k | 29.94 |
| 2023-06-30 | $46k | 1.5k | 30.98 |
| 2023-03-31 | $44k | 1.5k | 28.76 |
| 2022-12-31 | $74k | 2.7k | 27.02 |
| 2022-09-30 | $225k | 8.9k | 25.19 |
| 2022-06-30 | $197k | 7.4k | 26.45 |
| 2022-03-31 | $235k | 7.4k | 31.55 |
| 2021-12-31 | $5.0k | 151 | 33.11 |