Concord Wealth Partners’s Dimensional US Equity ETF DFUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.98M | Buy |
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|
2025
Q1 | $8.61M | Sell |
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|
2024
Q4 | $10.1M | Sell |
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|
2024
Q3 | $9.84M | Buy |
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|
2024
Q2 | $9.04M | Buy |
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|
2024
Q1 | $8.6M | Buy |
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|
2023
Q4 | $7.33M | Buy |
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|
2023
Q3 | $309K | Buy |
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|
2023
Q2 | $120K | Buy |
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|
2023
Q1 | $103K | Buy |
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|
2022
Q4 | $37.1K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $34K | Buy |
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