Cornerstone Advisory, LLC Dimensional ETF Tr U S Small C Transaction History
Cornerstone Advisory, LLC
- $914 Million
- Q3 2025
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 $312,247. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,650
Previous 4,650
-0.0%
Holding current value
$312,247
Previous $296,000
7.43%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding DFAS
# of Institutions
869Shares 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