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Cardinal Point Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Cardinal Point Wealth Management’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$1.34M Hold
50,297
– – 0.63% 15
2021
Q2 		$1.36M Buy
+50,297
New +$1.34M 0.61% 16

Other funds holding DFAC

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
TWP
TFO Wealth Partners Maumee, Ohio $735M AUM 21.07% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

Cardinal Point Wealth Management's DFAC Position: Q3 2021 in Review

Cardinal Point Wealth Management held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q3 2021 at 50,297 shares worth $1.34M. The position accounts for 0.63% of the portfolio, ranked #15.

Cardinal Point Wealth Management first reported a position in DFAC in Q2 2021 and has held it in 2 quarters since. The position peaked at $1.36M in Q2 2021. 388 funds tracked by Wall St. Rank hold DFAC as of Q3 2021.

  • Cardinal Point Wealth Management held 50,297 shares of Dimensional US Core Equity 2 ETF worth $1.34M as of Q3 2021.
  • Cardinal Point Wealth Management left its Dimensional US Core Equity 2 ETF share count unchanged in Q3 2021.
  • Dimensional US Core Equity 2 ETF made up 0.63% of Cardinal Point Wealth Management's portfolio in Q3 2021, its #15 holding.
  • Cardinal Point Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 2 quarters since.
  • Cardinal Point Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $1.36M in Q2 2021.
  • 388 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q3 2021.

Based on Cardinal Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.