Canopy Partners, LLC Dimensional ETF Tr Transaction History
Canopy Partners, LLC
- $299 Billion
- Q3 2025
A detailed history of Canopy Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Canopy Partners, LLC holds 227,726 shares of DFAU stock, worth $10.5 Million. This represents 3.48% of its overall portfolio holdings.
Number of Shares
227,726
Previous 209,405
8.75%
Holding current value
$10.5 Million
Previous $8.87 Billion
17.48%
% of portfolio
3.48%
Previous 3.25%
Shares
8 transactions
Others Institutions Holding DFAU
# of Institutions
546Shares Held
149MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$322 Million2.19% of portfolio
-
Rvw Wealth, LLC4.5MShares$207 Million17.72% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$191 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.99MShares$184 Million2.05% of portfolio
-
Allworth Financial LP3.99MShares$183 Million0.83% of portfolio