Cpa Asset Management LLC Dimensional ETF Tr U S Target Transaction History
Cpa Asset Management LLC
- $179 Billion
- Q1 2024
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 14,837 shares of DFAT stock, worth $767,072. This represents 0.45% of its overall portfolio holdings.
Number of Shares
14,837
Previous 14,837
-0.0%
Holding current value
$767,072
Previous $776 Million
4.01%
% of portfolio
0.45%
Previous 0.47%
Shares
4 transactions
Others Institutions Holding DFAT
# of Institutions
629Shares Held
151MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.7MShares$708 Million0.83% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$654 Million7.81% of portfolio
-
Forum Financial Management, LP Lombard, IL9.09MShares$470 Million9.57% of portfolio
-
Index Fund Advisors, Inc.7.73MShares$400 Million23.74% of portfolio
-
Savant Capital, LLC4.82MShares$249 Million3.04% of portfolio