Capital Performance Advisors LLP Dimensional ETF Tr Transaction History
Capital Performance Advisors LLP
- $259 Million
- Q1 2024
A detailed history of Capital Performance Advisors LLP transactions in Dimensional ETF Tr stock. As of the latest transaction made, Capital Performance Advisors LLP holds 9,877 shares of DFAI stock, worth $299,174. This represents 0.11% of its overall portfolio holdings.
Number of Shares
9,877
Previous 8,229
20.03%
Holding current value
$299,174
Previous $235,000
26.81%
% of portfolio
0.11%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding DFAI
# of Institutions
490Shares Held
135MCall Options Held
400Put Options Held
177K-
Sym Financial Corp6.09MShares$184 Million30.43% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.28MShares$160 Million23.76% of portfolio
-
Bank Of America Corp Charlotte, NC4.69MShares$142 Million0.01% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.85MShares$117 Million0.18% of portfolio
-
Moisand Fitzgerald Tamayo, LLC3.33MShares$101 Million15.43% of portfolio