Capital Performance Advisors LLP has filed its 13F form on April 26, 2024 for Q1 2024 where it was disclosed a total value porftolio of $259 Million distributed in 83 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $51.9M, Dimensional ETF Tr U S Target with a value of $44.5M, Dimensional ETF Tr Us Marketwi with a value of $21.7M, Dimensional ETF Tr with a value of $20.5M, and Ishares Core S&P 500 ETF with a value of $12.2M.
Examining the 13F form we can see an increase of $29.8M in the current position value, from $229M to 259M.
Below you can find more details about Capital Performance Advisors LLP portfolio as well as his latest detailed transactions.