Cva Family Office, LLC Dimensional ETF Tr U S Core Eq Transaction History
Cva Family Office, LLC
- $619 Million
- Q4 2024
A detailed history of Cva Family Office, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Cva Family Office, LLC holds 452,154 shares of DFAC stock, worth $15.6 Million. This represents 2.53% of its overall portfolio holdings.
Number of Shares
452,154
Previous 565,441
20.04%
Holding current value
$15.6 Million
Previous $19.4 Million
19.31%
% of portfolio
2.53%
Previous 3.2%
Shares
15 transactions
Others Institutions Holding DFAC
# of Institutions
1,056Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.98 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.6 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.3 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$627 Million0.26% of portfolio