Canopy Partners, LLC Dimensional ETF Tr Transaction History
Canopy Partners, LLC
- $273 Billion
- Q2 2025
A detailed history of Canopy Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Canopy Partners, LLC holds 176,477 shares of DFAX stock, worth $5.31 Million. This represents 1.9% of its overall portfolio holdings.
Number of Shares
176,477
Previous 176,633
0.09%
Holding current value
$5.31 Million
Previous $4.63 Billion
12.0%
% of portfolio
1.9%
Previous 1.8%
Shares
7 transactions
Others Institutions Holding DFAX
# of Institutions
628Shares Held
246MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$338 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$239 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$236 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$232 Million0.07% of portfolio
-
Monograph Wealth Advisors, LLC5.54MShares$167 Million21.04% of portfolio