Canopy Partners, LLC Dimensional ETF Tr Transaction History
Canopy Partners, LLC
- $215 Billion
- Q2 2024
A detailed history of Canopy Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Canopy Partners, LLC holds 146,183 shares of DFAU stock, worth $5.78 Million. This represents 2.54% of its overall portfolio holdings.
Number of Shares
146,183
Previous 56,137
160.4%
Holding current value
$5.78 Million
Previous $2.05 Billion
167.17%
% of portfolio
2.54%
Previous 1.0%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
409Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$191 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$164 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$145 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$138 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$114 Million0.71% of portfolio