Canvas Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Canvas Wealth Advisors, LLC
- $389 Million
- Q4 2024
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 10,034 shares of DFIC stock, worth $271,219. This represents 0.07% of its overall portfolio holdings.
Number of Shares
10,034Holding current value
$271,219% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
399Shares Held
2.27BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$54.7 Billion3.13% of portfolio
-
Envestnet Asset Management Inc27MShares$730 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$696 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$426 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$159 Million10.81% of portfolio