Cornerstone Planning Group LLC Dimensional ETF Tr U S Small C Transaction History

Cornerstone Planning Group LLC

$407 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$47.77 - $54.73 $34,633 - $39,679	725 New	725 $38.6 Million

Others Institutions Holding DFAS

# of Institutions

791

Shares Held

119M

Call Options Held

0

Put Options Held

200

Creative Planning Overland Park, KS

13.2M
Shares

$749 Million
0.84% of portfolio
Northern Trust Corp Chicago, IL

7.52M
Shares

$426 Million
0.07% of portfolio
Index Fund Advisors, Inc.

6.54M
Shares

$370 Million
23.7% of portfolio
Bank Of America Corp Charlotte, NC

5.17M
Shares

$293 Million
0.03% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.72M
Shares

$154 Million
1.82% of portfolio

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
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