Cpa Asset Management LLC Dimensional ETF Tr U S Target Transaction History
Cpa Asset Management LLC
- $259 Billion
- Q3 2025
A detailed history of Cpa Asset Management LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Cpa Asset Management LLC holds 11,942 shares of DFAT stock, worth $679,977. This represents 0.27% of its overall portfolio holdings.
Number of Shares
11,942
Previous 11,942
-0.0%
Holding current value
$679,977
Previous $644 Million
7.88%
% of portfolio
0.27%
Previous 0.27%
Shares
5 transactions
Others Institutions Holding DFAT
# of Institutions
807Shares Held
169MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$792 Million0.63% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$555 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$371 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$283 Million1.62% of portfolio