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 $609,368. This represents 0.28% of its overall portfolio holdings.

Number of Shares
18,601
Previous 15,911 16.91%
Holding current value
$609,368
Previous $458 Million 25.11%
% of portfolio
0.28%
Previous 0.25%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$28.25 - $31.7 $75,992 - $85,273
2,690 Added 16.91%
18,601 $573 Million
Q2 2024

Jul 11, 2024

BUY
$27.81 - $30.13 $442,484 - $479,398
15,911 New
15,911 $458 Million

Others Institutions Holding DFSV

About DIMENSIONAL ETF TR DIMENSIONAL


  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
Track This Portfolio

Track Cpa Asset Management LLC Portfolio

Follow Cpa Asset Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cpa Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cpa Asset Management LLC with notifications on news.