Cpa Asset Management LLC Dimensional ETF Tr Dimensional Transaction History
Cpa Asset Management LLC
- $238 Billion
- Q2 2025
A detailed history of Cpa Asset Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Cpa Asset Management LLC holds 45,829 shares of DFSV stock, worth $1.48 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
45,829
Previous 38,367
19.45%
Holding current value
$1.48 Million
Previous $1.08 Billion
24.88%
% of portfolio
0.57%
Previous 0.48%
Shares
5 transactions
Others Institutions Holding DFSV
# of Institutions
477Shares Held
129MCall Options Held
0Put Options Held
0-
Savant Capital, LLC11.8MShares$381 Million2.26% of portfolio
-
Mather Group, Llc. Chicago, IL6.46MShares$209 Million2.05% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.8MShares$188 Million0.25% of portfolio
-
Jmg Financial Group, Ltd.5.43MShares$176 Million5.05% of portfolio
-
Ritholtz Wealth Management3.21MShares$104 Million2.12% of portfolio