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 $825,693. This represents 0.24% of its overall portfolio holdings.
Number of Shares
25,212
Previous 15,910
58.47%
Holding current value
$825,693
Previous $457,000
69.8%
% of portfolio
0.24%
Previous 0.18%
Shares
4 transactions
Others Institutions Holding DFSV
# of Institutions
339Shares Held
95.1MCall Options Held
10.1KPut Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$269 Million3.73% of portfolio
-
Savant Capital, LLC6.57MShares$215 Million1.72% of portfolio
-
Jmg Financial Group, Ltd.5.2MShares$170 Million5.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.43MShares$112 Million0.15% of portfolio
-
Mather Group, Llc. Chicago, IL2.97MShares$97.3 Million1.18% of portfolio