Dimensional Etf Trust shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Dimensional Etf Trust (DFSD) 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 | $10M | 213k | 48.19 |
| 2025-06-30 | $10M | 211k | 48.01 |
| 2025-03-31 | $7.8M | 165k | 47.52 |
| 2024-12-31 | $7.2M | 154k | 46.88 |
| 2024-09-30 | $7.4M | 156k | 47.74 |
| 2024-06-30 | $7.8M | 167k | 47.00 |
| 2024-03-31 | $7.5M | 160k | 47.04 |
| 2023-12-31 | $7.2M | 153k | 47.01 |