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Dimensional Etf Trust shares owned by Concord Wealth Partners

Quarter-by-quarter ownership of Dimensional Etf Trust (DGCB) 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
2024-09-30 $10k 183 54.84

More positions owned by Concord Wealth Partners

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

View all positions for Concord Wealth Partners

Top funds holding Dimensional Etf Trust

Vestmark Advisory Solutions
Bank of America Corporation
Envestnet Asset Management
DiNuzzo Private Wealth
Commonwealth Equity Services
Dravo Bay
Mattern Wealth Management
Resources Investment Advisors
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Goss Wealth Management
Orion Portfolio Solutions
Tcfg Wealth Management
Old Mission Capital
Jane Street
Kestra Advisory Services

View all funds holding Dimensional Etf Trust