Cardinal Point Capital Management, Ulc Dimensional ETF Tr U S Core Eq Transaction History
Cardinal Point Capital Management, Ulc
- $526 Billion
- Q1 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 474,462 shares of DFAC stock, worth $15.4 Million. This represents 2.88% of its overall portfolio holdings.
Number of Shares
474,462
Previous 22,132
2043.78%
Holding current value
$15.4 Million
Previous $647 Million
2243.27%
% of portfolio
2.88%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
843Shares Held
680MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.69 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.47 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.28 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.23 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$567 Million0.3% of portfolio