Cornerstone Wealth Management, LLC Dimensional ETF Tr Transaction History
Cornerstone Wealth Management, LLC
- $1.73 Billion
- Q3 2025
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 5,722 shares of DFAU stock, worth $262,925. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,722
Previous 5,893
2.9%
Holding current value
$262,925
Previous $249,000
4.82%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
547Shares Held
150MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$322 Million2.19% of portfolio
-
Rvw Wealth, LLC4.51MShares$207 Million17.66% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$191 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.99MShares$184 Million2.05% of portfolio
-
Allworth Financial LP3.99MShares$183 Million0.83% of portfolio