Capital Performance Advisors LLP Dimensional ETF Tr Dimensional Transaction History
Capital Performance Advisors LLP
- $325 Million
- Q3 2024
A detailed history of Capital Performance Advisors LLP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Capital Performance Advisors LLP holds 25,212 shares of DFSV stock, worth $765,940. This represents 0.24% of its overall portfolio holdings.
Number of Shares
25,212
Previous 15,910
58.47%
Holding current value
$765,940
Previous $457,000
69.8%
% of portfolio
0.24%
Previous 0.18%
Shares
4 transactions
Others Institutions Holding DFSV
# of Institutions
330Shares Held
87.4MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$249 Million3.73% of portfolio
-
Jmg Financial Group, Ltd.5.2MShares$158 Million5.67% of portfolio
-
Savant Capital, LLC4.64MShares$141 Million1.31% of portfolio
-
Mather Group, Llc. Chicago, IL2.97MShares$90.2 Million1.18% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.74MShares$83.4 Million0.14% of portfolio