Cardinal Point Capital Management, Ulc Dimensional ETF Tr 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 stock. As of the latest transaction made, Cardinal Point Capital Management, Ulc holds 1,132,103 shares of DFAX stock, worth $28.7 Million. This represents 5.1% of its overall portfolio holdings.
Number of Shares
1,132,103
Previous 1,095,264
3.36%
Holding current value
$28.7 Million
Previous $27.8 Billion
9.83%
% of portfolio
5.1%
Previous 4.84%
Shares
3 transactions
Others Institutions Holding DFAX
# of Institutions
512Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$285 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$230 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$190 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$182 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$144 Million0.23% of portfolio