Number of Shares
1.28 Mil
Current Holdings Value*
$33.49 Mil
% of Portfolio
3.08%
Total Estimate Gain
$5.89 Mil
% of Total Estimate Gain
18.63%

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

As of 2025-03-31, Cardinal Point Capital Management ULC held 1.28 Mil shares of Dimensional World ex U.S. Core Equity 2 ETF(DFAX), totaling $33.49 Mil. This investment constitutes 3.08% of their stock portfolio, and Cardinal Point Capital Management ULC now holds 0.44% of the outstanding Dimensional World ex U.S. Core Equity 2 ETF(DFAX) stock.

The initial trade took place in 2024Q1. And since then Cardinal Point Capital Management ULC has made 5 purchases of DFAX, at an average price of $24.76, for a total of 1.28 Mil shares. Based on historical transaction data and DFAX's current price of $29.37, Cardinal Point Capital Management ULC's estimated gain on his DFAX holdings is $5.89 Mil, reflecting a 18.63% gain to date.

Cardinal Point Capital Management ULC DFAX ($29.37) Holding Chart

Cardinal Point Capital Management ULC DFAX ($29.37) 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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