Cpa Asset Management LLC Dimensional ETF Tr U S Target Transaction History
Cpa Asset Management LLC
- $227 Billion
- Q1 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 $621,819. This represents 0.27% of its overall portfolio holdings.
Number of Shares
11,942
Previous 11,942
-0.0%
Holding current value
$621,819
Previous $665 Million
7.49%
% of portfolio
0.27%
Previous 0.31%
Shares
5 transactions
Others Institutions Holding DFAT
# of Institutions
770Shares Held
168MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$726 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$648 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$462 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$329 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$263 Million1.97% of portfolio