Cpa Asset Management LLC Dimensional ETF Tr Dimensional Transaction History
Cpa Asset Management LLC
- $285 Billion
- Q4 2025
A detailed history of Cpa Asset Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Cpa Asset Management LLC holds 14,454 shares of DFAR stock, worth $338,657. This represents 0.12% of its overall portfolio holdings.
Number of Shares
14,454
Previous 14,016
3.13%
Holding current value
$338,657
Previous $334 Million
0.98%
% of portfolio
0.12%
Previous 0.13%
Shares
7 transactions
Others Institutions Holding DFAR
# of Institutions
280Shares Held
45.9MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$73.4 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$58.3 Million0.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.38MShares$55.7 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.2MShares$51.5 Million10.63% of portfolio
-
Root Financial Partners, LLC Solana Beach, CA1.58MShares$37.1 Million2.33% of portfolio