Cardinal Point Capital Management, Ulc Dimensional ETF Tr Transaction History
Cardinal Point Capital Management, Ulc
- $1.43 Trillion
- Q3 2025
A detailed history of Cardinal Point Capital Management, Ulc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Cardinal Point Capital Management, Ulc holds 1,790,092 shares of DFAX stock, worth $57.3 Million. This represents 3.91% of its overall portfolio holdings.
Number of Shares
1,790,092
Previous 1,699,457
5.33%
Holding current value
$57.3 Million
Previous $49.9 Billion
11.86%
% of portfolio
3.91%
Previous 3.95%
Shares
7 transactions
Others Institutions Holding DFAX
# of Institutions
666Shares Held
257MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$360 Million3.18% of portfolio
-
Alerus Financial Na Grand Forks, ND8.38MShares$268 Million14.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$259 Million0.08% of portfolio
-
Geometric Wealth Advisors7.29MShares$233 Million33.26% of portfolio
-
Envestnet Asset Management Inc6.67MShares$213 Million0.06% of portfolio