Cornerstone Planning Group LLC Dimensional ETF Tr 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	$25.88 - $31.1 $46,506 - $55,886	1,797 New	1,797 $58.2 Million

Others Institutions Holding DFIV

# of Institutions

628

Shares Held

214M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

20.5M
Shares

$801 Million
0.24% of portfolio
Mercer Global Advisors Inc Denver, CO

17.8M
Shares

$697 Million
1.56% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$438 Million
4.47% of portfolio
Savant Capital, LLC

8.28M
Shares

$324 Million
2.39% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

7.02M
Shares

$275 Million
0.17% of portfolio

About DIMENSIONAL ETF TR

Ticker DFIV
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