Cornerstone Planning Group LLC Dimensional ETF Tr U S Small C Transaction History
Cornerstone Planning Group LLC
- $624 Billion
- Q3 2025
A detailed history of Cornerstone Planning Group LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 2,010 shares of DFAS stock, worth $134,971. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,010
Previous 252
697.62%
Holding current value
$134,971
Previous $16.2 Million
527.9%
% of portfolio
0.02%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding DFAS
# of Institutions
871Shares Held
137MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.7MShares$1.52 Billion1.2% of portfolio
-
Northern Trust Corp Chicago, IL8.08MShares$543 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.61MShares$444 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$393 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$198 Million3.33% of portfolio