Capital Performance Advisors LLP Dimensional ETF Tr Transaction History
Capital Performance Advisors LLP
- $325 Million
- Q3 2024
A detailed history of Capital Performance Advisors LLP transactions in Dimensional ETF Tr stock. As of the latest transaction made, Capital Performance Advisors LLP holds 52,937 shares of DFAU stock, worth $2.19 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
52,937
Previous 46,539
13.75%
Holding current value
$2.19 Million
Previous $1.74 Million
20.47%
% of portfolio
0.65%
Previous 0.67%
Shares
10 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$200 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$172 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$153 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$145 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$119 Million0.71% of portfolio