Concord Wealth Partners's ownership history for DFSV


Concord Wealth Partners currently holds 991 shares with a market value of $32.6K. It started holding DFSV on 2024-09-30. At its peak, it held 991 shares on 2025-12-31. Its highest holding value was $32.6K on 2025-12-31. At its lowest, it held 150 shares on 2024-09-30, with a value of $4.6K on 2024-09-30. In the recent 180 days, Concord Wealth Partners has increased its shares by 595. In the recent year, Concord Wealth Partners has increased its shares by 841.


Concord Wealth Partners's ownership history for DFSV