Canvas Wealth Advisors, LLC Dimensional ETF Tr U S Small C 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 Small C stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 9,195 shares of DFAS stock, worth $606,870. This represents 0.14% of its overall portfolio holdings.
Number of Shares
9,195
Previous 4,139
122.16%
Holding current value
$606,870
Previous $269,000
104.09%
% of portfolio
0.14%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
826Shares Held
128MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS16.8MShares$1.11 Billion0.95% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$526 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.83MShares$385 Million21.68% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$355 Million0.03% of portfolio
-
Pure Financial Advisors, LLC2.79MShares$184 Million3.23% of portfolio