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 154,192 shares of DFAX stock, worth $3.99 Million. This represents 1.82% of its overall portfolio holdings.
Number of Shares
154,192
Previous 125,115
23.24%
Holding current value
$3.99 Million
Previous $3.18 Billion
23.14%
% of portfolio
1.82%
Previous 1.56%
Shares
3 transactions
Others Institutions Holding DFAX
# of Institutions
504Shares Held
225MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$290 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.73MShares$252 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$191 Million0.1% of portfolio
-
Geometric Wealth Advisors7.2MShares$186 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$147 Million0.23% of portfolio