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 14,068 shares of DFAR stock, worth $332,848. This represents 0.14% of its overall portfolio holdings.
Number of Shares
14,068
Previous 12,426
13.21%
Holding current value
$332,848
Previous $295 Million
11.74%
% of portfolio
0.14%
Previous 0.13%
Shares
5 transactions
Others Institutions Holding DFAR
# of Institutions
262Shares Held
43.3MCall Options Held
27.2KPut Options Held
10K-
Vista Wealth Management Group, LLC3.13MShares$74.1 Million5.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.55MShares$60.2 Million0.08% of portfolio
-
Prudential Financial Inc Newark, NJ2.34MShares$55.4 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.01MShares$47.7 Million11.74% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.73MShares$41 Million3.75% of portfolio