Cva Family Office, LLC Dimensional ETF Tr U S Core Eq Transaction History
Cva Family Office, LLC
- $550 Million
- Q2 2024
A detailed history of Cva Family Office, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Cva Family Office, LLC holds 498,549 shares of DFAC stock, worth $16.9 Million. This represents 2.92% of its overall portfolio holdings.
Number of Shares
498,549
Previous 522,539
4.59%
Holding current value
$16.9 Million
Previous $16.7 Million
3.73%
% of portfolio
2.92%
Previous 3.01%
Shares
13 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
711MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.81 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.62 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.27 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.27 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$599 Million0.29% of portfolio