Cpa Asset Management LLC Dimensional ETF Tr U S Equity Transaction History
Cpa Asset Management LLC
- $207 Billion
- Q3 2024
A detailed history of Cpa Asset Management LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Cpa Asset Management LLC holds 101,878 shares of DFUS stock, worth $6.59 Million. This represents 3.06% of its overall portfolio holdings.
Number of Shares
101,878
Previous 100,800
1.07%
Holding current value
$6.59 Million
Previous $5.93 Billion
6.82%
% of portfolio
3.06%
Previous 3.18%
Shares
4 transactions
Others Institutions Holding DFUS
# of Institutions
643Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$567 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$515 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$379 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$321 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$267 Million0.08% of portfolio