Copperleaf Capital, LLC Dimensional ETF Tr Transaction History
Copperleaf Capital, LLC
- $137 Million
- Q3 2025
A detailed history of Copperleaf Capital, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Copperleaf Capital, LLC holds 6,946 shares of DFAX stock, worth $222,341. This represents 0.16% of its overall portfolio holdings.
Number of Shares
6,946
Previous 7,485
7.2%
Holding current value
$222,341
Previous $219,000
0.91%
% of portfolio
0.16%
Previous 0.16%
Shares
8 transactions
Others Institutions Holding DFAX
# of Institutions
666Shares Held
257MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$360 Million3.18% of portfolio
-
Alerus Financial Na Grand Forks, ND8.38MShares$268 Million14.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$259 Million0.08% of portfolio
-
Geometric Wealth Advisors7.29MShares$233 Million33.26% of portfolio
-
Allworth Financial LP6.86MShares$220 Million0.98% of portfolio