Concord Wealth Partners's ownership history for DFUS

Concord Wealth Partners currently holds 176.2K shares with a market value of $13.1M. It started holding DFUS on 2024-09-30. At its peak, it held 176.2K shares on 2025-12-31. Its highest holding value was $13.1M on 2025-12-31. 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 27.3K. In the recent year, Concord Wealth Partners has increased its shares by 18.3K.