Capital Performance Advisors LLP Dimensional ETF Tr Dimensional Transaction History
Capital Performance Advisors LLP
- $325 Million
- Q3 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 25,212 shares of DFSV stock, worth $779,302. This represents 0.24% of its overall portfolio holdings.
Number of Shares
25,212
Previous 15,910
58.47%
Holding current value
$779,302
Previous $457,000
69.8%
% of portfolio
0.24%
Previous 0.18%
Shares
4 transactions
Others Institutions Holding DFSV
# of Institutions
340Shares Held
95.2MCall Options Held
10.1KPut Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$254 Million3.73% of portfolio
-
Savant Capital, LLC6.57MShares$203 Million1.72% of portfolio
-
Jmg Financial Group, Ltd.5.2MShares$161 Million5.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.43MShares$106 Million0.15% of portfolio
-
Mather Group, Llc. Chicago, IL2.97MShares$91.8 Million1.18% of portfolio