Cpwm, LLC Dimensional ETF Tr Transaction History
Cpwm, LLC
- $1.06 Billion
- Q3 2022
A detailed history of Cpwm, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Cpwm, LLC holds 65,932 shares of DFIV stock, worth $2.61 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
65,932
Previous 25,292
160.68%
Holding current value
$2.61 Million
Previous $731,000
132.28%
% of portfolio
0.16%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding DFIV
# of Institutions
625Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$809 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$703 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$441 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$327 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$277 Million0.17% of portfolio