Cpa Asset Management LLC Dimensional ETF Tr Transaction History
Cpa Asset Management LLC
- $238 Billion
- Q2 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 $285,538. This represents 0.11% of its overall portfolio holdings.
Number of Shares
6,206
Previous 6,206
-0.0%
Holding current value
$285,538
Previous $239 Million
10.2%
% of portfolio
0.11%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
531Shares Held
139MCall Options Held
58.3KPut Options Held
0-
Rvw Wealth, LLC4.33MShares$199 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$191 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$175 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$173 Million1.91% of portfolio
-
Modera Wealth Management, LLC3.47MShares$160 Million1.86% of portfolio