Canopy Partners, LLC Dimensional ETF Tr Core Fxd In Transaction History
Canopy Partners, LLC
- $262 Billion
- Q4 2024
A detailed history of Canopy Partners, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Canopy Partners, LLC holds 81,301 shares of DFCF stock, worth $3.43 Million. This represents 1.28% of its overall portfolio holdings.
Number of Shares
81,301
Previous 38,474
111.31%
Holding current value
$3.43 Million
Previous $1.66 Billion
101.92%
% of portfolio
1.28%
Previous 0.72%
Shares
4 transactions
Others Institutions Holding DFCF
# of Institutions
407Shares Held
3.56BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$145 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$487 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$469 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$125 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$117 Million23.4% of portfolio