Concord Wealth Partners »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
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

More positions owned by Concord Wealth Partners

Spdr Ser Tr Portfolio Short (SPSB)
NVIDIA Corporation (NVDA)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Ishares Tr Short Treas Bd (SHV)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core Div Grwth (DGRO)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Wisdomtree Tr Us Midcap Divid (DON)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)

View all positions for Concord Wealth Partners

Top funds holding Dimensional Etf Trust

Abacus Wealth Partners
Quantum Financial Advisors
RFG Advisory
Sei Investments
CI Private Wealth
Apella Capital
Wealth Enhancement Advisory Services
Commonwealth Equity Services
Jane Street
Resources Investment Advisors
RAM Investment Partners
Thrivent Financial for Lutherans
Buckingham Strategic Partners
LPL Financial
Creative Capital Management Investments

View all funds holding Dimensional Etf Trust