Cardinal Point Capital Management, Ulc Dimensional ETF Tr Dimensional Transaction History
Cardinal Point Capital Management, Ulc
- $1.26 Trillion
- Q2 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 6,374 shares of DISV stock, worth $226,659. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,374
Previous 7,640
16.57%
Holding current value
$226,659
Previous $222 Million
5.71%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
377Shares Held
81.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$315 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.91MShares$210 Million3.28% of portfolio
-
Mather Group, Llc. Chicago, IL5.86MShares$209 Million2.13% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$112 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$89.6 Million1.18% of portfolio