Cpa Asset Management LLC Dimensional ETF Tr Transaction History

Cpa Asset Management LLC

$227 Billion
Q1 2025

A detailed history of Cpa Asset Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Cpa Asset Management LLC holds 6,206 shares of DFAU stock, worth $235,517. This represents 0.11% of its overall portfolio holdings.

Number of Shares

6,206

Holding current value

$235,517

% of portfolio

0.11%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 21, 2025	BUY	$37.84 - $42.29 $234,835 - $262,451	6,206 New	6,206 $239 Million

Others Institutions Holding DFAU

# of Institutions

497

Shares Held

205M

Call Options Held

Put Options Held

400

Essential Planning, Llc. Portsmouth, NH

77.8M
Shares

$2.95 Billion
21.06% of portfolio
Sequoia Financial Advisors, LLC

5.63M
Shares

$214 Million
1.87% of portfolio
Parsec Financial Management, Inc.

4.15M
Shares

$158 Million
5.04% of portfolio
Modera Wealth Management, LLC

3.64M
Shares

$138 Million
1.81% of portfolio
Aquire Wealth Advisors, LLC

3.62M
Shares

$137 Million
45.35% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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Cpa Asset Management LLC Dimensional ETF Tr Transaction History