Cardinal Point Capital Management, ULC »

Dimensional Etf Trust shares owned by Cardinal Point Capital Management, ULC

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAC) shares owned by Cardinal Point Capital Management, ULC from 13F filings

Historical chart of Cardinal Point Capital Management, ULC investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Cardinal Point Capital Management, ULC consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by Cardinal Point Capital Management, ULC

Quarter filed Position value Share count Share price at filing
2024-03-31 $15M 475k 31.95
2023-12-31 $647k 22k 29.23
2023-09-30 $580k 22k 26.20
2023-06-30 $601k 22k 27.15
2023-03-31 $1.1M 45k 25.48
2022-12-31 $1.1M 45k 24.28

More positions owned by Cardinal Point Capital Management, ULC

Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr U S Equity Factr (LRGF)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Ishares Tr Short Treas Bd (SHV)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr National Mun Etf (MUB)
Ishares Gold Tr Ishares New (IAU)
Pimco Etf Tr Active Bd Etf (BOND)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Cardinal Point Capital Management, ULC

Top funds holding Dimensional Etf Trust

Envestnet Asset Management
Mercer Global Advisors
Forum Financial Management
Buckingham Asset Management
LPL Financial
Buckingham Strategic Partners
Plan
Commonwealth Equity Services
SJS Investment Consulting
Rockwood Wealth Management
Greenspring Advisors
Apella Capital
Private Ocean
Geometric Wealth Advisors
HighTower Advisors

View all funds holding Dimensional Etf Trust