Canvas Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Canvas Wealth Advisors, LLC
- $308 Million
- Q1 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 10,085 shares of DISV stock, worth $278,144. This represents 0.09% of its overall portfolio holdings.
Number of Shares
10,085Holding current value
$278,144% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
247Shares Held
53.5MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.13MShares$224 Million10.24% of portfolio
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Forum Financial Management, LP Lombard, IL6.52MShares$180 Million3.43% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.79MShares$76.9 Million0.86% of portfolio
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Buckingham Strategic Partners Saint Louis, MO1.39MShares$38.2 Million1.18% of portfolio
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Ritholtz Wealth Management1.29MShares$35.7 Million1.22% of portfolio