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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
2025-09-30 $177k 3.2k 55.46
2025-06-30 $174k 3.2k 54.24
2025-03-31 $70k 1.3k 53.15
2024-12-31 $9.9k 187 52.70
2024-09-30 $10k 183 54.84

More positions owned by Concord Wealth Partners

NVIDIA Corporation (NVDA)
Ssga Active Tr Spdr Blackstone (HYBL)
Ishares Tr Short Treas Bd (SHV)
Spdr Series Trust Portfolio Short (SPSB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Portfli Intrmdit (SPTI)
Spdr Series Trust Portfolio Intrmd (SPIB)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Microsoft Corporation (MSFT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
Wisdomtree Tr Us Midcap Divid (DON)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Short Duration F (DFSD)
Broadcom (AVGO)

View all positions for Concord Wealth Partners

Top funds holding Dimensional Etf Trust

Vestmark Advisory Solutions
Mach-1 Financial Group
Envestnet Asset Management
Integrity Alliance
DiNuzzo Private Wealth
RFG Advisory
Goss Wealth Management
Mattern Wealth Management
Dravo Bay
Commonwealth Equity Services
Wealth Advisors Northwest
Resources Investment Advisors
Integrated Wealth Concepts
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Betterment

View all funds holding Dimensional Etf Trust