Cardinal Point Wealth Management’s U.S. Core Equity 2 Portfolio ETF Class Shares 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

Buckingham Strategic Wealth Clayton, Missouri $9.7B AUM 15.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

TFO Wealth Partners Maumee, Ohio $919M AUM 22.89% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return

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

Cardinal Point Wealth Management held its U.S. Core Equity 2 Portfolio ETF Class Shares (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 U.S. Core Equity 2 Portfolio ETF Class Shares worth $1.34M as of Q3 2021.
Cardinal Point Wealth Management left its U.S. Core Equity 2 Portfolio ETF Class Shares share count unchanged in Q3 2021.
U.S. Core Equity 2 Portfolio ETF Class Shares 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 U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 and has held it in 2 quarters since.
Cardinal Point Wealth Management's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $1.36M in Q2 2021.
388 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2021.

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