Cva Family Office, LLC Dimensional ETF Tr U S Equity 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 Equity stock. As of the latest transaction made, Cva Family Office, LLC holds 48,019 shares of DFUS stock, worth $2.95 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
48,019
Previous 47,260
1.61%
Holding current value
$2.95 Million
Previous $2.69 Million
4.94%
% of portfolio
0.51%
Previous 0.49%
Shares
13 transactions
Others Institutions Holding DFUS
# of Institutions
625Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$490 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$364 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$310 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$255 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$228 Million0.23% of portfolio