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 92,350 shares of DFAU stock, worth $3.64 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
92,350
Previous 193,453
52.26%
Holding current value
$3.64 Million
Previous $5.11 Million
54.57%
% of portfolio
0.22%
Previous 0.46%
Shares
6 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$173 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$164 Million5.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$158 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$133 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$109 Million26.74% of portfolio