Canopy Partners, LLC Dimensional ETF Tr Transaction History
Canopy Partners, LLC
- $232 Billion
- Q3 2024
A detailed history of Canopy Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Canopy Partners, LLC holds 159,809 shares of DFAU stock, worth $6.65 Million. This represents 2.73% of its overall portfolio holdings.
Number of Shares
159,809
Previous 146,183
9.32%
Holding current value
$6.65 Million
Previous $5.48 Billion
15.74%
% of portfolio
2.73%
Previous 2.54%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
412Shares Held
110MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$201 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$173 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$153 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$145 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$120 Million0.71% of portfolio