Canopy Partners, LLC Dimensional ETF Tr Core Fxd In Transaction History
Canopy Partners, LLC
- $232 Billion
- Q3 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 38,474 shares of DFCF stock, worth $1.59 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
38,474
Previous 32,041
20.08%
Holding current value
$1.59 Million
Previous $1.33 Billion
24.85%
% of portfolio
0.72%
Previous 0.62%
Shares
3 transactions
Others Institutions Holding DFCF
# of Institutions
331Shares Held
88.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$432 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$119 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$110 Million23.84% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$100 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$85.7 Million12.12% of portfolio