Concord Wealth Partners's ownership history for DFUS

Concord Wealth Partners currently holds 158.4K shares with a market value of $11.5M. It started holding DFUS on 2024-09-30. At its peak, it held 158.4K shares on 2025-09-30. Its highest holding value was $11.5M on 2025-09-30. At its lowest, it held 142.3K shares on 2025-03-31, with a value of $8.6M on 2025-03-31. In the recent 180 days, Concord Wealth Partners has increased its shares by 16.1K. In the recent year, Concord Wealth Partners has increased its shares by 141.