Capital Performance Advisors LLP Dimensional ETF Tr Dimensional Transaction History
Capital Performance Advisors LLP
- $310 Million
- Q4 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 25,306 shares of DFSV stock, worth $802,706. This represents 0.25% of its overall portfolio holdings.
Number of Shares
25,306
Previous 25,212
0.37%
Holding current value
$802,706
Previous $776,000
0.26%
% of portfolio
0.25%
Previous 0.24%
Shares
5 transactions
Others Institutions Holding DFSV
# of Institutions
358Shares Held
99.3MCall Options Held
10.1KPut Options Held
0-
Savant Capital, LLC8.05MShares$255 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$242 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.44MShares$173 Million5.92% of portfolio
-
Mather Group, Llc. Chicago, IL4.17MShares$132 Million1.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.43MShares$109 Million0.15% of portfolio