Cpa Asset Management LLC Dimensional ETF Tr Dimensional Transaction History
Cpa Asset Management LLC
- $179 Billion
- Q1 2024
A detailed history of Cpa Asset Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Cpa Asset Management LLC holds 12,023 shares of DFAR stock, worth $265,588. This represents 0.15% of its overall portfolio holdings.
Number of Shares
12,023
Previous 25,825
53.44%
Holding current value
$265,588
Previous $587 Million
54.2%
% of portfolio
0.15%
Previous 0.36%
Shares
3 transactions
Others Institutions Holding DFAR
# of Institutions
197Shares Held
29.7MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC1.99MShares$44 Million3.51% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.81MShares$40 Million4.06% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.81MShares$40 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.74MShares$38.5 Million9.47% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$29.3 Million2.99% of portfolio