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 $1.63 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
44,622
Previous 44,622
-0.0%
Holding current value
$1.63 Million
Previous $1.08 Million
4.89%
% of portfolio
0.35%
Previous 0.38%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,093Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.96 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.91 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.38 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.36 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$634 Million0.23% of portfolio