Canvas Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Canvas Wealth Advisors, LLC
- $398 Million
- Q1 2025
A detailed history of Canvas Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 8,116 shares of DFIC stock, worth $248,430. This represents 0.06% of its overall portfolio holdings.
Number of Shares
8,116
Previous 10,034
19.12%
Holding current value
$248,430
Previous $259,000
13.13%
% of portfolio
0.06%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
471Shares Held
279MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$946 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$843 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$497 Million8.53% of portfolio
-
Evensky & Katz LLC6.32MShares$193 Million11.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$158 Million0.2% of portfolio