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 $3.38 Million. This represents 1.28% of its overall portfolio holdings.
Number of Shares
81,301
Previous 38,474
111.31%
Holding current value
$3.38 Million
Previous $1.66 Billion
101.92%
% of portfolio
1.28%
Previous 0.72%
Shares
4 transactions
Others Institutions Holding DFCF
# of Institutions
410Shares Held
3.56BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$143 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$481 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$463 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$123 Million11.32% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$116 Million1.39% of portfolio