Canvas Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Canvas Wealth Advisors, LLC
- $530 Million
- Q3 2025
A detailed history of Canvas Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 9,234 shares of DFIC stock, worth $308,230. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,234
Previous 8,116
13.78%
Holding current value
$308,230
Previous $252,000
19.84%
% of portfolio
0.06%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
524Shares Held
283MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.9MShares$1.16 Billion1.95% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$552 Million8.43% of portfolio
-
Evensky & Katz LLC6.16MShares$205 Million11.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
-
Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio