Cardinal Point Capital Management, Ulc Dimensional ETF Tr 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 stock. As of the latest transaction made, Cardinal Point Capital Management, Ulc holds 1,232,560 shares of DFAX stock, worth $33.1 Million. This represents 4.86% of its overall portfolio holdings.
Number of Shares
1,232,560
Previous 1,132,103
8.87%
Holding current value
$33.1 Million
Previous $30.6 Billion
0.21%
% of portfolio
4.86%
Previous 5.1%
Shares
4 transactions
Others Institutions Holding DFAX
# of Institutions
573Shares Held
242MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$302 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$224 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$203 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$203 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$162 Million0.22% of portfolio