Cpa Asset Management LLC Dimensional ETF Tr Transaction History
Cpa Asset Management LLC
- $179 Billion
- Q1 2024
A detailed history of Cpa Asset Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Cpa Asset Management LLC holds 154,020 shares of DFAI stock, worth $4.59 Million. This represents 2.61% of its overall portfolio holdings.
Number of Shares
154,020
Previous 151,304
1.8%
Holding current value
$4.59 Million
Previous $4.33 Billion
7.41%
% of portfolio
2.61%
Previous 2.64%
Shares
6 transactions
Others Institutions Holding DFAI
# of Institutions
489Shares Held
135MCall Options Held
400Put Options Held
177K-
Sym Financial Corp6.09MShares$182 Million30.43% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.28MShares$157 Million23.76% of portfolio
-
Bank Of America Corp Charlotte, NC4.69MShares$140 Million0.01% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.85MShares$115 Million0.18% of portfolio
-
Moisand Fitzgerald Tamayo, LLC3.33MShares$99.3 Million15.43% of portfolio