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 $1.02 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
38,367
Previous 19,972
92.1%
Holding current value
$1.02 Million
Previous $615 Million
75.69%
% of portfolio
0.48%
Previous 0.29%
Shares
4 transactions
Others Institutions Holding DFSV
# of Institutions
422Shares Held
112MCall Options Held
600Put Options Held
8.2K-
Savant Capital, LLC8.05MShares$214 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$202 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.44MShares$144 Million5.92% of portfolio
-
Mather Group, Llc. Chicago, IL5.01MShares$133 Million1.64% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.98MShares$106 Million0.19% of portfolio