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 $1.6 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
44,622
Previous 44,622
-0.0%
Holding current value
$1.6 Million
Previous $1.08 Million
4.89%
% of portfolio
0.35%
Previous 0.38%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,046Shares Held
796MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.06 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.8 Billion3.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Forum Financial Management, LP Lombard, IL36.8MShares$1.32 Billion25.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$653 Million0.26% of portfolio