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 $1.4 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
50,905
Previous 85,528
40.48%
Holding current value
$1.4 Million
Previous $1.84 Million
47.04%
% of portfolio
0.09%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
438Shares Held
2.28BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$55.6 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$810 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$754 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$450 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$169 Million10.37% of portfolio