Cva Family Office, LLC Dimensional ETF Tr U S Core Eq Transaction History
Cva Family Office, LLC
- $606 Million
- Q3 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 565,441 shares of DFAC stock, worth $20.2 Million. This represents 3.2% of its overall portfolio holdings.
Number of Shares
565,441
Previous 498,549
13.42%
Holding current value
$20.2 Million
Previous $16.1 Million
20.62%
% of portfolio
3.2%
Previous 2.92%
Shares
14 transactions
Others Institutions Holding DFAC
# of Institutions
917Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.79 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$635 Million0.28% of portfolio