Dimensional Etf Trust shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAX) 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 csv
Download as Excel
Quarterly reported holdings in Dimensional Etf Trust by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.4M | 135k | 25.44 |
| 2023-12-31 | $3.2M | 131k | 24.42 |
| 2023-09-30 | $736k | 33k | 22.52 |
| 2023-06-30 | $856k | 37k | 23.31 |
| 2023-03-31 | $855k | 37k | 23.06 |
| 2022-12-31 | $800k | 37k | 21.60 |
| 2022-09-30 | $817k | 43k | 18.88 |
| 2022-06-30 | $917k | 43k | 21.44 |
| 2021-12-31 | $1.1M | 43k | 26.11 |