Cardinal Point Capital Management, Ulc Dimensional ETF Tr U S Core Eq Transaction History
Cardinal Point Capital Management, Ulc
- $630 Billion
- Q4 2024
A detailed history of Cardinal Point Capital Management, Ulc transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Cardinal Point Capital Management, Ulc holds 760,192 shares of DFAC stock, worth $27.4 Million. This represents 4.17% of its overall portfolio holdings.
Number of Shares
760,192
Previous 715,013
6.32%
Holding current value
$27.4 Million
Previous $24.5 Billion
7.25%
% of portfolio
4.17%
Previous 4.09%
Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
942Shares Held
748MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.04 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.8 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$639 Million0.28% of portfolio