Canvas Wealth Advisors, LLC Dimensional ETF Tr U S Equity 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 Equity stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 17,894 shares of DFUS stock, worth $1.22 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
17,894
Previous 15,673
14.17%
Holding current value
$1.22 Million
Previous $999,000
8.31%
% of portfolio
0.27%
Previous 0.26%
Shares
5 transactions
Others Institutions Holding DFUS
# of Institutions
771Shares Held
184MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ42.6MShares$2.89 Billion3.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$541 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.16MShares$351 Million20.01% of portfolio
-
Plancorp, LLC4.71MShares$320 Million11.37% of portfolio
-
Envestnet Asset Management Inc3.84MShares$261 Million0.08% of portfolio