Cpa Asset Management LLC Dimensional ETF Tr Dimensional Transaction History
Cpa Asset Management LLC
- $207 Billion
- Q3 2024
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 18,601 shares of DFSV stock, worth $568,446. This represents 0.28% of its overall portfolio holdings.
Number of Shares
18,601
Previous 15,911
16.91%
Holding current value
$568,446
Previous $458 Million
25.11%
% of portfolio
0.28%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding DFSV
# of Institutions
340Shares Held
95.2MCall Options Held
10.1KPut Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$251 Million3.73% of portfolio
-
Savant Capital, LLC6.57MShares$201 Million1.72% of portfolio
-
Jmg Financial Group, Ltd.5.2MShares$159 Million5.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.43MShares$105 Million0.15% of portfolio
-
Mather Group, Llc. Chicago, IL2.97MShares$90.8 Million1.18% of portfolio