Cpwm, LLC Dimensional ETF Tr Dimensional Transaction History
Cpwm, LLC
- $1.06 Billion
- Q3 2022
A detailed history of Cpwm, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Cpwm, LLC holds 50,905 shares of DFIC stock, worth $1.36 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
50,905
Previous 85,528
40.48%
Holding current value
$1.36 Million
Previous $1.84 Million
47.04%
% of portfolio
0.09%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
327Shares Held
198MCall Options Held
100Put Options Held
100-
Envestnet Asset Management Inc21.4MShares$575 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO21.3MShares$570 Million1.62% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$428 Million8.27% of portfolio
-
Evensky & Katz LLC5.55MShares$149 Million10.48% of portfolio
-
Rw Investment Management LLC Eagle, ID4.55MShares$122 Million16.95% of portfolio