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 47,115 shares of DFSV stock, worth $1.48 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
47,115
Previous 44,057
6.94%
Holding current value
$1.48 Million
Previous $1.4 Billion
10.47%
% of portfolio
0.54%
Previous 0.54%
Shares
7 transactions
Others Institutions Holding DFSV
# of Institutions
505Shares Held
142MCall Options Held
0Put Options Held
0-
Savant Capital, LLC13.4MShares$421 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL6.62MShares$208 Million2.18% of portfolio
-
Jmg Financial Group, Ltd.5.61MShares$176 Million5.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.14MShares$161 Million0.26% of portfolio
-
Ritholtz Wealth Management3.62MShares$114 Million2.17% of portfolio