Cardinal Point Capital Management, Ulc Dimensional ETF Tr U S Core Eq Transaction History
Cardinal Point Capital Management, Ulc
- $600 Billion
- Q3 2024
A detailed history of Cardinal Point Capital Management, Ulc transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Cardinal Point Capital Management, Ulc holds 715,013 shares of DFAC stock, worth $25.8 Million. This represents 4.09% of its overall portfolio holdings.
Number of Shares
715,013
Previous 656,512
8.91%
Holding current value
$25.8 Million
Previous $21.2 Billion
15.84%
% of portfolio
4.09%
Previous 3.68%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
917Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.04 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.81 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.36 Billion24.59% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.35 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.7MShares$640 Million0.28% of portfolio