Cva Family Office, LLC Dimensional ETF Tr U S Core Eq Transaction History
Cva Family Office, LLC
- $619 Million
- Q4 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 452,154 shares of DFAC stock, worth $16 Million. This represents 2.53% of its overall portfolio holdings.
Number of Shares
452,154
Previous 565,441
20.04%
Holding current value
$16 Million
Previous $19.4 Million
19.31%
% of portfolio
2.53%
Previous 3.2%
Shares
15 transactions
Others Institutions Holding DFAC
# of Institutions
928Shares Held
743MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.01 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.78 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.33 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.32 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$629 Million0.28% of portfolio