Canvas Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Canvas Wealth Advisors, LLC
- $530 Million
- Q3 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 13,125 shares of DFAI stock, worth $486,806. This represents 0.09% of its overall portfolio holdings.
Number of Shares
13,125
Previous 9,987
31.42%
Holding current value
$486,806
Previous $345,000
38.26%
% of portfolio
0.09%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding DFAI
# of Institutions
711Shares Held
283MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$598 Million0.73% of portfolio
-
Coldstream Capital Management Inc11.1MShares$411 Million5.61% of portfolio
-
Envestnet Asset Management Inc9.95MShares$369 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC8.18MShares$303 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC8.05MShares$299 Million1.96% of portfolio