Cpa Asset Management LLC Dimensional ETF Tr U S Core Eq Transaction History
Cpa Asset Management LLC
- $179 Billion
- Q1 2024
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 17,341 shares of DFAC stock, worth $561,154. This represents 0.31% of its overall portfolio holdings.
Number of Shares
17,341
Previous 17,180
0.94%
Holding current value
$561,154
Previous $502 Million
10.33%
% of portfolio
0.31%
Previous 0.31%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
839Shares Held
680MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.68 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.46 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.28 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.22 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$564 Million0.3% of portfolio