Cpa Asset Management LLC Dimensional ETF Tr Dimensional Transaction History
Cpa Asset Management LLC
- $238 Billion
- Q2 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 430,430 shares of DUHP stock, worth $16.1 Million. This represents 6.43% of its overall portfolio holdings.
Number of Shares
430,430
Previous 429,103
0.31%
Holding current value
$16.1 Million
Previous $14.2 Billion
7.63%
% of portfolio
6.43%
Previous 6.26%
Shares
11 transactions
Others Institutions Holding DUHP
# of Institutions
462Shares Held
244MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.5 Billion2.95% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.36 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$304 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$268 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$263 Million15.92% of portfolio