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 $1.71 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
44,622
Previous 44,622
-0.0%
Holding current value
$1.71 Million
Previous $1.08 Million
4.89%
% of portfolio
0.35%
Previous 0.38%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,134Shares Held
834MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.17 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.1 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.49 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.43 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$668 Million0.22% of portfolio