Canopy Partners, LLC Dimensional ETF Tr Transaction History
Canopy Partners, LLC
- $262 Billion
- Q4 2024
A detailed history of Canopy Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Canopy Partners, LLC holds 166,046 shares of DFAX stock, worth $4.36 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
166,046
Previous 161,406
2.87%
Holding current value
$4.36 Million
Previous $4.36 Billion
5.31%
% of portfolio
1.58%
Previous 1.88%
Shares
5 transactions
Others Institutions Holding DFAX
# of Institutions
571Shares Held
242MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$295 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$219 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$199 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$199 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$158 Million0.22% of portfolio