Cpa Asset Management LLC Dimensional ETF Tr Dimensional Transaction History
Cpa Asset Management LLC
- $215 Billion
- Q4 2024
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 303,137 shares of DIHP stock, worth $8.34 Million. This represents 3.55% of its overall portfolio holdings.
Number of Shares
303,137
Previous 284,097
6.7%
Holding current value
$8.34 Million
Previous $7.87 Billion
2.81%
% of portfolio
3.55%
Previous 3.8%
Shares
9 transactions
Others Institutions Holding DIHP
# of Institutions
246Shares Held
127MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc23.9MShares$658 Million0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.3MShares$614 Million1.39% of portfolio
-
Savant Capital, LLC15.5MShares$426 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.34MShares$174 Million10.75% of portfolio
-
Forum Financial Management, LP Lombard, IL6.22MShares$171 Million3.11% of portfolio