Cardinal Point Capital Management, Ulc Dimensional ETF Tr Transaction History
Cardinal Point Capital Management, Ulc
- $1.09 Trillion
- Q1 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 1,278,063 shares of DFAX stock, worth $38.5 Million. This represents 3.08% of its overall portfolio holdings.
Number of Shares
1,278,063
Previous 1,232,560
3.69%
Holding current value
$38.5 Million
Previous $30.6 Billion
9.28%
% of portfolio
3.08%
Previous 4.86%
Shares
5 transactions
Others Institutions Holding DFAX
# of Institutions
628Shares Held
251MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$338 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$239 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$236 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$232 Million0.07% of portfolio
-
Monograph Wealth Advisors, LLC5.54MShares$167 Million21.04% of portfolio