Cardinal Point Capital Management, Ulc Litman Gregory Fds Tr Imgp Dbi Transaction History
Cardinal Point Capital Management, Ulc
- $1.43 Trillion
- Q3 2025
A detailed history of Cardinal Point Capital Management, Ulc transactions in Litman Gregory Fds Tr Imgp Dbi stock. As of the latest transaction made, Cardinal Point Capital Management, Ulc holds 1,123,011 shares of DBMF stock, worth $31.6 Million. This represents 2.2% of its overall portfolio holdings.
Number of Shares
1,123,011
Previous 1,084,995
3.5%
Holding current value
$31.6 Million
Previous $27.9 Billion
12.51%
% of portfolio
2.2%
Previous 2.21%
Shares
8 transactions
Others Institutions Holding DBMF
# of Institutions
211Shares Held
36.2MCall Options Held
18.2KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC5.16MShares$145 Million0.05% of portfolio
-
Morgan Stanley New York, NY2.68MShares$75.5 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO1.9MShares$53.4 Million0.04% of portfolio
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Parcion Private Wealth LLC Bellevue, WA1.54MShares$43.3 Million2.78% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.29MShares$36.2 Million0.01% of portfolio