Dimensional Etf Trust shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAW) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Dimensional Etf Trust
Tip: Access up to 7 years of quarterly data
All positions including Dimensional Etf Trust held by Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Dimensional Etf Trust by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $111k | 1.5k | 71.85 |
| 2025-06-30 | $104k | 1.5k | 67.06 |
| 2025-03-31 | $94k | 1.5k | 61.29 |
| 2024-12-31 | $116k | 1.9k | 62.45 |
| 2024-09-30 | $73k | 1.1k | 63.45 |
| 2024-06-30 | $68k | 1.1k | 59.53 |
| 2024-03-31 | $67k | 1.1k | 59.13 |
| 2023-12-31 | $62k | 1.1k | 54.91 |