Cpa Asset Management LLC Dimensional ETF Tr Inflation P Transaction History
Cpa Asset Management LLC
- $238 Billion
- Q2 2025
A detailed history of Cpa Asset Management LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Cpa Asset Management LLC holds 432,044 shares of DFIP stock, worth $18.2 Million. This represents 7.59% of its overall portfolio holdings.
Number of Shares
432,044
Previous 422,132
2.35%
Holding current value
$18.2 Million
Previous $17.8 Billion
1.62%
% of portfolio
7.59%
Previous 7.82%
Shares
11 transactions
Others Institutions Holding DFIP
# of Institutions
147Shares Held
15.9MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$151 Million5.21% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO983KShares$41.4 Million11.5% of portfolio
-
Planning Center, Inc.869KShares$36.6 Million5.63% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO798KShares$33.6 Million4.35% of portfolio
-
Hemington Wealth Management766KShares$32.3 Million4.64% of portfolio