Canvas Wealth Advisors, LLC Dimensional ETF Tr Dimensional Call Options Transaction History

Canvas Wealth Advisors, LLC

$389 Million
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFIC

# of Institutions

426

Shares Held

2.28B

Call Options Held

0

Put Options Held

0

Elser Financial Planning, Inc Indianapolis, IN

2.02B
Shares

$55.3 Billion
3.13% of portfolio
Envestnet Asset Management Inc

29.5M
Shares

$806 Million
0.25% of portfolio
Mercer Global Advisors Inc Denver, CO

25.7M
Shares

$704 Million
1.59% of portfolio
Forum Financial Management, LP Lombard, IL

16M
Shares

$437 Million
8.32% of portfolio
Evensky & Katz LLC

6.13M
Shares

$168 Million
10.37% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

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