Cpa Asset Management LLC Dimensional ETF Tr Dimensional Transaction History
Cpa Asset Management LLC
- $215 Billion
- Q4 2024
Shares
3 transactions
Others Institutions Holding DFAR
# of Institutions
247Shares Held
41MCall Options Held
1.9KPut Options Held
0-
Vista Wealth Management Group, LLC3.02MShares$73.2 Million4.72% of portfolio
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High Tower Advisors, LLC Chicago, IL2.34MShares$56.6 Million0.08% of portfolio
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Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.95MShares$47.2 Million11.11% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$40.7 Million3.61% of portfolio
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Bridgeworth, LLC Birmingham, AL1.33MShares$32.1 Million2.99% of portfolio