Cpa Asset Management LLC Dimensional ETF Tr Transaction History
Cpa Asset Management LLC
- $259 Billion
- Q3 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 $285,165. This represents 0.11% of its overall portfolio holdings.
Number of Shares
6,206
Previous 6,206
-0.0%
Holding current value
$285,165
Previous $263 Million
8.03%
% of portfolio
0.11%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
546Shares Held
149MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$322 Million2.19% of portfolio
-
Rvw Wealth, LLC4.5MShares$207 Million17.72% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$191 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.99MShares$184 Million2.05% of portfolio
-
Allworth Financial LP3.81MShares$175 Million0.8% of portfolio