Dimensional Etf Trust shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Dimensional Etf Trust (DFSV) 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 |
|---|---|---|---|
| 2026-03-31 | $313k | 8.9k | 35.04 |
| 2025-12-31 | $33k | 991 | 32.88 |
| 2025-09-30 | $13k | 398 | 31.85 |
| 2025-06-30 | $12k | 396 | 29.46 |
| 2025-03-31 | $11k | 395 | 28.12 |
| 2024-12-31 | $4.6k | 150 | 30.82 |
| 2024-09-30 | $4.6k | 150 | 30.71 |
| 2024-06-30 | $4.3k | 149 | 28.79 |
| 2024-03-31 | $4.5k | 148 | 30.20 |
| 2023-12-31 | $4.3k | 148 | 29.16 |
| 2023-09-30 | $3.7k | 148 | 25.27 |
| 2023-06-30 | $3.8k | 147 | 25.70 |
| 2023-03-31 | $3.7k | 146 | 25.00 |
| 2022-12-31 | $3.6k | 146 | 24.78 |