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
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024

BUY
$27.74 - $30.27 $45,715 - $49,884
1,648 Added 20.03%
9,877 $298,000
Q4 2023

Feb 06, 2024

BUY
$24.88 - $28.69 $204,737 - $236,090
8,229 New
8,229 $235,000

Others Institutions Holding DFAI

About DIMENSIONAL ETF TR


  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
Track This Portfolio

Track Capital Performance Advisors LLP Portfolio

Follow Capital Performance Advisors LLP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Performance Advisors LLP, based on Form 13F filings with the SEC.

News

Stay updated on Capital Performance Advisors LLP with notifications on news.