Capital Performance Advisors LLP Dimensional ETF Tr Dimensional Transaction History
Capital Performance Advisors LLP
- $259 Million
- Q1 2024
A detailed history of Capital Performance Advisors LLP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Capital Performance Advisors LLP holds 13,698 shares of DFSV stock, worth $392,173. This represents 0.16% of its overall portfolio holdings.
Number of Shares
13,698
Previous 8,455
62.01%
Holding current value
$392,173
Previous $246,000
67.48%
% of portfolio
0.16%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding DFSV
# of Institutions
297Shares Held
72.6MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$235 Million3.65% of portfolio
-
Jmg Financial Group, Ltd.4.66MShares$134 Million5.49% of portfolio
-
Savant Capital, LLC2.83MShares$80.9 Million0.98% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA2.67MShares$76.4 Million0.95% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.21MShares$63.3 Million0.1% of portfolio