Cpa Asset Management LLC Dimensional ETF Tr Dimensional Transaction History
Cpa Asset Management LLC
- $259 Billion
- Q3 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 44,057 shares of DFSV stock, worth $1.38 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
44,057
Previous 45,829
3.87%
Holding current value
$1.38 Million
Previous $1.35 Billion
4.01%
% of portfolio
0.54%
Previous 0.57%
Shares
6 transactions
Others Institutions Holding DFSV
# of Institutions
496Shares Held
140MCall Options Held
0Put Options Held
0-
Savant Capital, LLC13.4MShares$421 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL6.51MShares$204 Million2.11% of portfolio
-
Jmg Financial Group, Ltd.5.61MShares$176 Million5.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.14MShares$161 Million0.26% of portfolio
-
Cerity Partners LLC New York, NY3.46MShares$109 Million0.18% of portfolio