Ownership history in Concord Wealth Partners · 14 quarters on record
This page tracks every 13F SEC filing in which Concord Wealth Partners reported a position in DIMENSIONAL ETF TRUST (DFUS). 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 | 176,223 | +17,825 | +11.3% | 1.70% | $13.1M | $74.17 |
| 2025 Q3 | ADDED | 158,398 | +9,485 | +6.4% | 1.58% | $11.5M | $72.29 |
| 2025 Q2 | ADDED | 148,913 | +6,606 | +4.6% | 1.45% | $10.0M | $66.71 |
| 2025 Q1 | REDUCED | 142,307 | -15,602 | -9.9% | 1.41% | $8.6M | $60.04 |
| 2024 Q4 | REDUCED | 157,909 | -348 | -0.2% | 1.65% | $10.1M | $63.14 |
| 2024 Q3 | ADDED | 158,257 | +4,601 | +3.0% | 1.64% | $9.8M | $61.40 |
| 2024 Q2 | ADDED | 153,656 | +2,742 | +1.8% | 1.59% | $9.0M | $57.94 |
| 2024 Q1 | ADDED | 150,914 | +9,540 | +6.7% | 1.55% | $8.6M | $55.95 |
| 2023 Q4 | ADDED | 141,374 | +134,744 | +2032.3% | 1.47% | $7.3M | $50.78 |
| 2023 Q3 | ADDED | 6,630 | +4,144 | +166.7% | 0.07% | $309K | $45.40 |
As of 2025 Q4 — sorted by position size