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 $209,858. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,210Holding current value
$209,858% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
479Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$79.8 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.13 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$199 Million1.73% of portfolio
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Parsec Financial Management, Inc.4.15MShares$167 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$147 Million1.81% of portfolio