Cpa Asset Management LLC Dimensional ETF Tr U S Equity Transaction History
Cpa Asset Management LLC
- $215 Billion
- Q4 2024
A detailed history of Cpa Asset Management LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Cpa Asset Management LLC holds 111,260 shares of DFUS stock, worth $6.94 Million. This represents 3.3% of its overall portfolio holdings.
Number of Shares
111,260
Previous 101,878
9.21%
Holding current value
$6.94 Million
Previous $6.34 Billion
11.93%
% of portfolio
3.3%
Previous 3.06%
Shares
5 transactions
Others Institutions Holding DFUS
# of Institutions
724Shares Held
162MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.65 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$497 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$362 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$299 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$252 Million0.09% of portfolio