Cva Family Office, LLC Dimensional ETF Tr Transaction History
Cva Family Office, LLC
- $619 Million
- Q4 2024
A detailed history of Cva Family Office, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Cva Family Office, LLC holds 54,959 shares of DFAX stock, worth $1.35 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
54,959
Previous 63,009
12.78%
Holding current value
$1.35 Million
Previous $1.7 Million
19.69%
% of portfolio
0.22%
Previous 0.28%
Shares
13 transactions
Others Institutions Holding DFAX
# of Institutions
513Shares Held
222MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$276 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$223 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$184 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$177 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$140 Million0.23% of portfolio