Cpa Asset Management LLC Dimensional ETF Tr Dimensional Transaction History
Cpa Asset Management LLC
- $179 Billion
- Q1 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 277,125 shares of DIHP stock, worth $7.33 Million. This represents 4.18% of its overall portfolio holdings.
Number of Shares
277,125
Previous 269,673
2.76%
Holding current value
$7.33 Million
Previous $6.92 Billion
7.89%
% of portfolio
4.18%
Previous 4.21%
Shares
6 transactions
Others Institutions Holding DIHP
# of Institutions
182Shares Held
79.2MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc14.9MShares$393 Million0.15% of portfolio
-
Mercer Global Advisors Inc Denver, CO14.6MShares$387 Million1.12% of portfolio
-
Forum Financial Management, LP Lombard, IL6.08MShares$161 Million3.17% of portfolio
-
Vista Wealth Management Group, LLC5.84MShares$155 Million12.39% of portfolio
-
Carlson Capital Management3.83MShares$101 Million8.21% of portfolio