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 194,100 shares of DFAX stock, worth $5.56 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
194,100
Previous 142,942
35.79%
Holding current value
$5.56 Million
Previous $3.07 Million
19.64%
% of portfolio
0.35%
Previous 0.27%
Shares
4 transactions
Others Institutions Holding DFAX
# of Institutions
607Shares Held
248MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$322 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$227 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$225 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$221 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$165 Million4.32% of portfolio