Canvas Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Canvas Wealth Advisors, LLC
- $355 Million
- Q3 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 8,415 shares of DISV stock, worth $225,437. This represents 0.07% of its overall portfolio holdings.
Number of Shares
8,415
Previous 9,466
11.1%
Holding current value
$225,437
Previous $254,000
3.94%
% of portfolio
0.07%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$230 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$166 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$84.4 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$44.1 Million1.09% of portfolio
-
Ritholtz Wealth Management1.35MShares$36.2 Million1.2% of portfolio