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 $31.8 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
$31.8 Million
Previous $30.6 Billion
0.21%
% of portfolio
4.86%
Previous 5.1%
Shares
4 transactions
Others Institutions Holding DFAX
# of Institutions
534Shares Held
234MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$289 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$234 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$195 Million35.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$193 Million0.09% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$147 Million0.23% of portfolio