Cpa Asset Management LLC Dimensional ETF Tr Short Durat Transaction History
Cpa Asset Management LLC
- $259 Billion
- Q3 2025
A detailed history of Cpa Asset Management LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Cpa Asset Management LLC holds 181,784 shares of DFSD stock, worth $8.76 Million. This represents 3.38% of its overall portfolio holdings.
Number of Shares
181,784
Previous 164,909
10.23%
Holding current value
$8.76 Million
Previous $7.92 Billion
10.65%
% of portfolio
3.38%
Previous 3.33%
Shares
12 transactions
Others Institutions Holding DFSD
# of Institutions
388Shares Held
84.6MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO5.06MShares$244 Million2.96% of portfolio
-
Savant Capital, LLC4.15MShares$200 Million1.12% of portfolio
-
Apella Capital, LLC4MShares$193 Million4.51% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.24MShares$156 Million1.75% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.96MShares$143 Million11.13% of portfolio