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 182,331 shares of DFAX stock, worth $5.84 Million. This represents 1.91% of its overall portfolio holdings.
Number of Shares
182,331
Previous 176,477
3.32%
Holding current value
$5.84 Million
Previous $5.18 Billion
10.39%
% of portfolio
1.91%
Previous 1.9%
Shares
8 transactions
Others Institutions Holding DFAX
# of Institutions
666Shares Held
257MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$360 Million3.18% of portfolio
-
Alerus Financial Na Grand Forks, ND8.38MShares$268 Million14.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$259 Million0.08% of portfolio
-
Geometric Wealth Advisors7.29MShares$233 Million33.26% of portfolio
-
Allworth Financial LP6.86MShares$220 Million0.98% of portfolio