Cornerstone Wealth Management, LLC Dimensional ETF Tr Transaction History
Cornerstone Wealth Management, LLC
- $1.44 Billion
- Q4 2024
A detailed history of Cornerstone Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 5,210 shares of DFAU stock, worth $217,986. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,210Holding current value
$217,986% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
418Shares Held
109MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$202 Million2.14% of portfolio
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Parsec Financial Management, Inc.4.15MShares$174 Million5.04% of portfolio
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Modera Wealth Management, LLC3.68MShares$154 Million1.87% of portfolio
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Aquire Wealth Advisors, LLC3.5MShares$146 Million43.58% of portfolio
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Allworth Financial LP2.88MShares$120 Million0.71% of portfolio