Cpa Asset Management LLC Dimensional ETF Tr Inflation P Transaction History
Cpa Asset Management LLC
- $179 Billion
- Q1 2024
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 397,442 shares of DFIP stock, worth $16.2 Million. This represents 9.18% of its overall portfolio holdings.
Number of Shares
397,442
Previous 414,538
4.12%
Holding current value
$16.2 Million
Previous $17.1 Billion
4.19%
% of portfolio
9.18%
Previous 10.41%
Shares
6 transactions
Others Institutions Holding DFIP
# of Institutions
98Shares Held
6.6MCall Options Held
0Put Options Held
0-
Heirloom Wealth Management Greenwood Village, CO844KShares$34.5 Million12.51% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO822KShares$33.6 Million4.79% of portfolio
-
Larson Financial Group LLC357KShares$14.6 Million1.15% of portfolio
-
Rather & Kittrell, Inc. Knoxville, TN267KShares$10.9 Million3.43% of portfolio
-
Market Street Wealth Management Advisors LLC256KShares$10.5 Million2.09% of portfolio