Canvas Wealth Advisors, LLC Dimensional ETF Tr U S Equity Transaction History
Canvas Wealth Advisors, LLC
- $325 Million
- Q2 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 5,152 shares of DFUS stock, worth $317,157. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,152
Previous 4,938
4.33%
Holding current value
$317,157
Previous $281,000
7.83%
% of portfolio
0.09%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
625Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$490 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$364 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$310 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$255 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$228 Million0.23% of portfolio