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 45,555 shares of DFAU stock, worth $1.72 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
45,555
Previous 46,291
1.59%
Holding current value
$1.72 Million
Previous $1.54 Million
8.12%
% of portfolio
0.64%
Previous 0.67%
Shares
8 transactions
Others Institutions Holding DFAU
# of Institutions
386Shares Held
95.3MCall Options Held
0Put Options Held
0-
Modera Wealth Management, LLC4.18MShares$158 Million2.33% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$157 Million5.04% of portfolio
-
Sequoia Financial Advisors, LLC3.67MShares$139 Million1.68% of portfolio
-
Aquire Wealth Advisors, LLC3.23MShares$122 Million41.25% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.67MShares$101 Million25.27% of portfolio