Cardinal Point Wealth Management Partners, LLC Dimensional ETF Tr U S Core Eq Transaction History
Cardinal Point Wealth Management Partners, LLC
- $328 Million
- Q1 2023
A detailed history of Cardinal Point Wealth Management Partners, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 44,622 shares of DFAC stock, worth $1.59 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
44,622
Previous 44,622
-0.0%
Holding current value
$1.59 Million
Previous $1.08 Million
4.89%
% of portfolio
0.35%
Previous 0.38%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
967Shares Held
754MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.02 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.79 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.34 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.33 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$633 Million0.28% of portfolio