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 161,406 shares of DFAX stock, worth $4.1 Million. This represents 1.88% of its overall portfolio holdings.
Number of Shares
161,406
Previous 154,192
4.68%
Holding current value
$4.1 Million
Previous $3.92 Billion
11.23%
% of portfolio
1.88%
Previous 1.82%
Shares
4 transactions
Others Institutions Holding DFAX
# of Institutions
512Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$285 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$231 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$190 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$183 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$145 Million0.23% of portfolio