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 140,831 shares of DFAX stock, worth $3.59 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
140,831
Previous 140,829
-0.0%
Holding current value
$3.59 Million
Previous $3.44 Million
4.16%
% of portfolio
1.38%
Previous 1.5%
Shares
10 transactions
Others Institutions Holding DFAX
# of Institutions
470Shares Held
211MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.5MShares$294 Million3.33% of portfolio
-
Envestnet Asset Management Inc11MShares$280 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.42MShares$189 Million0.1% of portfolio
-
Geometric Wealth Advisors6.44MShares$164 Million39.35% of portfolio
-
Commonwealth Equity Services, LLC5.73MShares$146 Million0.24% of portfolio