Canvas Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Canvas Wealth Advisors, LLC
- $470 Million
- Q2 2025
A detailed history of Canvas Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 9,987 shares of DFAI stock, worth $368,520. This represents 0.07% of its overall portfolio holdings.
Number of Shares
9,987
Previous 9,345
6.87%
Holding current value
$368,520
Previous $291,000
18.56%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding DFAI
# of Institutions
681Shares Held
255MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$595 Million0.75% of portfolio
-
Envestnet Asset Management Inc9.25MShares$341 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC7.55MShares$279 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC7.21MShares$266 Million1.99% of portfolio
-
Sym Financial Corp6.61MShares$244 Million25.8% of portfolio