Cpa Asset Management LLC Dimensional ETF Tr Dimensional Transaction History
Cpa Asset Management LLC
- $227 Billion
- Q1 2025
A detailed history of Cpa Asset Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Cpa Asset Management LLC holds 38,367 shares of DFSV stock, worth $1.1 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
38,367
Previous 19,972
92.1%
Holding current value
$1.1 Million
Previous $615 Million
75.69%
% of portfolio
0.48%
Previous 0.29%
Shares
4 transactions
Others Institutions Holding DFSV
# of Institutions
441Shares Held
120MCall Options Held
10.7KPut Options Held
5.5K-
Savant Capital, LLC9.38MShares$268 Million2.0% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$218 Million2.99% of portfolio
-
Jmg Financial Group, Ltd.5.82MShares$166 Million5.77% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.05MShares$144 Million0.24% of portfolio
-
Mather Group, Llc. Chicago, IL5.01MShares$143 Million1.64% of portfolio