Cpwm, LLC Dimensional ETF Tr U S Core Eq Transaction History
Cpwm, LLC
- $1.06 Billion
- Q3 2022
A detailed history of Cpwm, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Cpwm, LLC holds 1,578,298 shares of DFAC stock, worth $53.9 Million. This represents 3.31% of its overall portfolio holdings.
Number of Shares
1,578,298
Previous 1,371,221
15.1%
Holding current value
$53.9 Million
Previous $31.9 Million
9.87%
% of portfolio
3.31%
Previous 2.85%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
898Shares Held
721MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.82 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.63 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.28 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.27 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$603 Million0.29% of portfolio