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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

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

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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
2023-12-31 $7.2M 153k 47.01

More positions owned by Concord Wealth Partners

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

View all positions for Concord Wealth Partners

Top funds holding Dimensional Etf Trust

Beaird Harris Wealth Management
DiNuzzo Private Wealth
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Buckingham Asset Management
Assetmark
Apella Capital
Great Waters Wealth Management
Commonwealth Equity Services
Savant Capital Management
Phillips Financial Management
HighTower Advisors
Buckingham Strategic Partners
Rather & Kittrell
RAM Investment Partners
Burney Co/

View all funds holding Dimensional Etf Trust