Number of Shares
842,968.00
Current Holdings Value*
$27.81 Mil
% of Portfolio
2.56%
Total Estimate Gain
$2.90 Mil
% of Total Estimate Gain
10.81%

Cardinal Point Capital Management ULC's Dimensional U.S. Core Equity 2 ETF Holding Summary

As of 2025-03-31, Cardinal Point Capital Management ULC held 842,968.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $27.81 Mil. This investment constitutes 2.56% of their stock portfolio, and Cardinal Point Capital Management ULC now holds 0.09% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.

The initial trade took place in 2022Q4. And since then Cardinal Point Capital Management ULC has made 5 purchases of DFAC, at an average price of $31.05, for a total of 865,458.00 shares. In addition, there have been 1 sales at an average price of $25.69 for 22,490.00 shares. Based on historical transaction data and DFAC's current price of $34.64, Cardinal Point Capital Management ULC's estimated gain on his DFAC holdings is $2.90 Mil, reflecting a 10.81% gain to date.

Cardinal Point Capital Management ULC DFAC ($34.64) Holding Chart

Cardinal Point Capital Management ULC DFAC ($34.64) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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