Cpa Asset Management LLC Dimensional ETF Tr Dimensional Transaction History
Cpa Asset Management LLC
- $207 Billion
- Q3 2024
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 18,601 shares of DFSV stock, worth $591,883. This represents 0.28% of its overall portfolio holdings.
Number of Shares
18,601
Previous 15,911
16.91%
Holding current value
$591,883
Previous $458 Million
25.11%
% of portfolio
0.28%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding DFSV
# of Institutions
356Shares Held
99.2MCall Options Held
10.1KPut Options Held
0-
Savant Capital, LLC8.05MShares$256 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$242 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.2MShares$166 Million5.67% of portfolio
-
Mather Group, Llc. Chicago, IL4.17MShares$133 Million1.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.43MShares$109 Million0.15% of portfolio