Canvas Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Canvas Wealth Advisors, LLC
- $398 Million
- Q1 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 9,345 shares of DFAI stock, worth $319,318. This represents 0.07% of its overall portfolio holdings.
Number of Shares
9,345
Previous 8,435
10.79%
Holding current value
$319,318
Previous $246,000
18.29%
% of portfolio
0.07%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding DFAI
# of Institutions
645Shares Held
235MCall Options Held
500Put Options Held
0-
Prudential Financial Inc Newark, NJ18.8MShares$641 Million0.87% of portfolio
-
Envestnet Asset Management Inc7.43MShares$254 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC7.01MShares$239 Million0.02% of portfolio
-
Sym Financial Corp6.67MShares$228 Million25.84% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$195 Million18.44% of portfolio