Dimensional Etf Trust shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Dimensional Etf Trust (DFSB) 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 | $672k | 13k | 53.27 |
| 2025-06-30 | $662k | 13k | 52.43 |
| 2025-03-31 | $650k | 13k | 51.50 |
| 2024-12-31 | $642k | 13k | 50.94 |
| 2024-09-30 | $666k | 13k | 53.17 |
| 2024-06-30 | $639k | 13k | 51.10 |
| 2024-03-31 | $646k | 13k | 51.78 |
| 2023-12-31 | $601k | 12k | 51.91 |