Cpwm, LLC Dimensional ETF Tr Transaction History
Cpwm, LLC
- $1.06 Billion
- Q3 2022
A detailed history of Cpwm, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Cpwm, LLC holds 251,890 shares of DFAI stock, worth $7.88 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
251,890
Previous 198,375
26.98%
Holding current value
$7.88 Million
Previous $4.79 Million
13.45%
% of portfolio
0.51%
Previous 0.43%
Shares
6 transactions
Others Institutions Holding DFAI
# of Institutions
602Shares Held
229MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.01 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$208 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$187 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$187 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$174 Million17.39% of portfolio