Cardinal Point Capital Management, Ulc Dimensional ETF Tr Put Options Transaction History
Cardinal Point Capital Management, Ulc
- $1.09 Trillion
- Q1 2025
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding DFAX
# of Institutions
632Shares Held
246MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$334 Million3.18% of portfolio
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Geometric Wealth Advisors7.93MShares$236 Million37.02% of portfolio
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Lpl Financial LLC Fort Mill, SC7.84MShares$233 Million0.08% of portfolio
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Envestnet Asset Management Inc7.7MShares$229 Million0.07% of portfolio
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Monograph Wealth Advisors, LLC5.54MShares$165 Million21.04% of portfolio