Cornerstone Advisory, LLC Dimensional ETF Tr U S Small C Transaction History
Cornerstone Advisory, LLC
- $720 Million
- Q3 2024
A detailed history of Cornerstone Advisory, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Cornerstone Advisory, LLC holds 4,650 shares of DFAS stock, worth $312,154. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,650
Previous 4,650
-0.0%
Holding current value
$312,154
Previous $279,000
7.89%
% of portfolio
0.04%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding DFAS
# of Institutions
719Shares Held
111MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$753 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$470 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$439 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$330 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$183 Million1.82% of portfolio