Cardinal Point Capital Management, Ulc Dimensional ETF Tr U S Core Eq Call Options Transaction History

Cardinal Point Capital Management, Ulc

$600 Billion
Q3 2024

Call Options

1 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Q4 2022 Jun 14, 2023	BUY	$22.49 - $25.81 $1 Million - $1.15 Million	44,622 New	44,622 $1.08 Billion

Others Institutions Holding DFAC

# of Institutions

919

Shares Held

740M

Call Options Held

76K

Put Options Held

0

Envestnet Asset Management Inc

56.6M
Shares

$2.06 Billion
0.64% of portfolio
Mercer Global Advisors Inc Denver, CO

50.1M
Shares

$1.82 Billion
3.76% of portfolio
Forum Financial Management, LP Lombard, IL

37.6M
Shares

$1.37 Billion
24.59% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

37.3M
Shares

$1.36 Billion
13.39% of portfolio
Lpl Financial LLC Fort Mill, SC

17.7M
Shares

$645 Million
0.28% of portfolio

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

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