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 $1.32 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
50,905
Previous 85,528
40.48%
Holding current value
$1.32 Million
Previous $1.84 Million
47.04%
% of portfolio
0.09%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
368Shares Held
235MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$702 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$669 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$410 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$153 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$126 Million17.02% of portfolio