Cardinal Point Capital Management, Ulc Dimensional ETF Tr U S Core Eq Transaction History
Cardinal Point Capital Management, Ulc
- $575 Billion
- Q2 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 656,512 shares of DFAC stock, worth $21.7 Million. This represents 3.68% of its overall portfolio holdings.
Number of Shares
656,512
Previous 474,462
38.37%
Holding current value
$21.7 Million
Previous $15.2 Billion
39.63%
% of portfolio
3.68%
Previous 2.88%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
846Shares Held
688MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.71 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.49 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.3 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.25 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$575 Million0.3% of portfolio