Canvas Wealth Advisors, LLC Dimensional ETF Tr U S Equity Transaction History
Canvas Wealth Advisors, LLC
- $389 Million
- Q4 2024
A detailed history of Canvas Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 15,673 shares of DFUS stock, worth $942,574. This represents 0.26% of its overall portfolio holdings.
Number of Shares
15,673
Previous 8,007
95.74%
Holding current value
$942,574
Previous $498,000
100.6%
% of portfolio
0.26%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding DFUS
# of Institutions
733Shares Held
163MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.59 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$479 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$349 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$288 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$243 Million0.09% of portfolio