Concord Wealth Partners »

Dimensional Etf Trust shares owned by Concord Wealth Partners

Quarter-by-quarter ownership of Dimensional Etf Trust (DFUS) 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 $9.8M 158k 62.20
2024-06-30 $9.0M 154k 58.85
2024-03-31 $8.6M 151k 56.98
2023-12-31 $7.3M 141k 51.83
2023-09-30 $309k 6.6k 46.55
2023-06-30 $120k 2.5k 48.15
2023-03-31 $103k 2.3k 44.44
2022-12-31 $37k 891 41.61
2022-06-30 $34k 829 41.01