Cpa Asset Management LLC Dimensional ETF Tr Dimensional Transaction History
Cpa Asset Management LLC
- $238 Billion
- Q2 2025
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 14,068 shares of DFAR stock, worth $335,381. This represents 0.14% of its overall portfolio holdings.
Number of Shares
14,068
Previous 12,426
13.21%
Holding current value
$335,381
Previous $295 Million
11.74%
% of portfolio
0.14%
Previous 0.13%
Shares
5 transactions
Others Institutions Holding DFAR
# of Institutions
278Shares Held
44MCall Options Held
9.6KPut Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$74.6 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$59.4 Million0.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.14MShares$51 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.07MShares$49.4 Million10.62% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.79MShares$42.6 Million3.53% of portfolio