Cpa Asset Management LLC Dimensional ETF Tr U S Core Eq Transaction History
Cpa Asset Management LLC
- $238 Billion
- Q2 2025
A detailed history of Cpa Asset Management LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Cpa Asset Management LLC holds 16,883 shares of DFAC stock, worth $655,060. This represents 0.25% of its overall portfolio holdings.
Number of Shares
16,883
Previous 16,883
-0.0%
Holding current value
$655,060
Previous $557 Million
8.64%
% of portfolio
0.25%
Previous 0.25%
Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
1,135Shares Held
835MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.19 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.13 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.51 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.45 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$677 Million0.22% of portfolio