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Dimensional Etf Trust shares owned by Canopy Partners

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAX) shares owned by Canopy Partners from 13F filings

Historical chart of Canopy Partners investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Canopy Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Canopy Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.4M 161k 27.01
2024-06-30 $3.9M 154k 25.42
2024-03-31 $3.2M 125k 25.44
2023-12-31 $324k 13k 24.42

More positions owned by Canopy Partners

Vanguard Total Stock Market ETF Etf (VTI)
Apple Common Stock (AAPL)
Spdr S&p 500 Etf Etf (SPY)
iShares Core MSCI EAFE ETF Etf (IEFA)
Microsoft Common Stock (MSFT)
SPDR S&P Midcap 400 ETF Etf (MDY)
iShares Russell Mid Cap ETF Etf (IWR)
Alphabet Inc. Class A Common Stock (GOOGL)
Dimensional US Core Equity Markt ETF Etf (DFAU)
Amazon.Com Common Stock (AMZN)
Nvidia Corp Common Stock (NVDA)
iShares Core MSCI Emerging ETF Etf (IEMG)
Meta Platforms Inc Class A Common Stock (META)
Dimensional ETF Etf (DFAX)
iShares Core S&P Small-Cap ETF Etf (IJR)

View all positions for Canopy Partners

Top funds holding Dimensional Etf Trust

Buckingham Asset Management
Colony
Envestnet Asset Management
LPL Financial
Geometric Wealth Advisors
Commonwealth Equity Services
Monograph Wealth Advisors
Glenmede Trust Company
Hanson McClain Advisors
Plan
Brian McDonald
Great Waters Wealth Management
JFS Wealth Advisors
Assetmark
Alerus Financial

View all funds holding Dimensional Etf Trust