Ownership history in Concord Wealth Partners Β· 13 quarters on record
This page tracks every 13F SEC filing in which Concord Wealth Partners reported a position in DIMENSIONAL ETF TRUST (DFCF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Concord Wealth Partners underperformed the S&P 500 by β15.9% annually on this DFCF position. Timing score: 56% (5/9 decisions correct). Average cost basis: $39.96. Maximum drawdown during holding period: β3.0%.
β Significantly underperformed the S&P 500 by 15.9% ann.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
5 of 9 add/trim decisions correct
Best entry: $38.47 (2024 Q1) Β· Worst: $42.44 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
8 adds Β· 3 trims. Bought during 2 of 4 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.52% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.