Canopy Partners, LLC Dimensional ETF Tr Transaction History
Canopy Partners, LLC
- $257 Billion
- Q1 2025
A detailed history of Canopy Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Canopy Partners, LLC holds 189,354 shares of DFAU stock, worth $7.65 Million. This represents 2.84% of its overall portfolio holdings.
Number of Shares
189,354
Previous 169,010
12.04%
Holding current value
$7.65 Million
Previous $6.84 Billion
6.36%
% of portfolio
2.84%
Previous 2.61%
Shares
6 transactions
Others Institutions Holding DFAU
# of Institutions
503Shares Held
133MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC5.63MShares$227 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$168 Million5.04% of portfolio
-
Aquire Wealth Advisors, LLC3.76MShares$152 Million44.46% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$143 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$142 Million1.87% of portfolio