Cardinal Point Capital Management, Ulc Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Cardinal Point Capital Management, Ulc holds 5,685 shares of DISV stock, worth $204,205. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,685
Previous 6,374
10.81%
Holding current value
$204,205
Previous $210 Million
3.98%
% of portfolio
0.01%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding DISV
# of Institutions
391Shares Held
81.9MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$318 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.91MShares$212 Million3.28% of portfolio
-
Mather Group, Llc. Chicago, IL5.86MShares$211 Million2.13% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$113 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.27MShares$81.5 Million0.98% of portfolio