Ownership history in Concord Wealth Partners · 9 quarters on record
This page tracks every 13F SEC filing in which Concord Wealth Partners reported a position in DIMENSIONAL ETF TRUST (DFSD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 232,998 | +19,720 | +9.2% | 1.45% | $11.2M | $47.95 |
| 2025 Q3 | ADDED | 213,278 | +2,535 | +1.2% | 1.42% | $10.3M | $47.42 |
| 2025 Q2 | ADDED | 210,743 | +45,982 | +27.9% | 1.48% | $10.1M | $46.72 |
| 2025 Q1 | ADDED | 164,761 | +11,046 | +7.2% | 1.29% | $7.8M | $45.83 |
| 2024 Q4 | REDUCED | 153,715 | -1,992 | -1.3% | 1.18% | $7.2M | $44.98 |
| 2024 Q3 | REDUCED | 155,707 | -11,113 | -6.7% | 1.24% | $7.4M | $44.94 |
| 2024 Q2 | ADDED | 166,820 | +6,659 | +4.2% | 1.38% | $7.8M | $43.77 |
| 2024 Q1 | ADDED | 160,161 | +7,515 | +4.9% | 1.36% | $7.5M | $43.31 |
| 2023 Q4 | INITIATED | 152,646 | — | — | 1.44% | $7.2M | — |
As of 2025 Q4 — sorted by position size