Canvas Wealth Advisors, LLC Dimensional ETF Tr U S Equity Transaction History
Canvas Wealth Advisors, LLC
- $355 Million
- Q3 2024
A detailed history of Canvas Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 8,007 shares of DFUS stock, worth $509,245. This represents 0.14% of its overall portfolio holdings.
Number of Shares
8,007
Previous 5,152
55.42%
Holding current value
$509,245
Previous $303,000
64.36%
% of portfolio
0.14%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding DFUS
# of Institutions
645Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$557 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$506 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$373 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$316 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$262 Million0.08% of portfolio