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 csv Download as ExcelQuarterly 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 |