Canvas Wealth Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Canvas Wealth Advisors, LLC
- $398 Million
- Q1 2025
A detailed history of Canvas Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 11,009 shares of DFAC stock, worth $345,572. This represents 0.09% of its overall portfolio holdings.
Number of Shares
11,009Holding current value
$345,572% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,065Shares Held
805MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.8 Billion0.66% of portfolio
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Mercer Global Advisors Inc Denver, CO46.5MShares$1.46 Billion3.97% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.18 Billion25.73% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.17 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC18.2MShares$570 Million0.26% of portfolio