Cornerstone Financial Group, LLC /Ne/ Dimensional ETF Tr Transaction History
Cornerstone Financial Group, LLC /Ne/
- $111 Billion
- Q1 2025
A detailed history of Cornerstone Financial Group, LLC /Ne/ transactions in Dimensional ETF Tr stock. As of the latest transaction made, Cornerstone Financial Group, LLC /Ne/ holds 149,995 shares of DFAX stock, worth $4.53 Million. This represents 3.74% of its overall portfolio holdings.
Number of Shares
149,995
Previous 143,560
4.48%
Holding current value
$4.53 Million
Previous $3.57 Billion
16.63%
% of portfolio
3.74%
Previous 3.52%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
635Shares Held
243MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$339 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$237 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.62MShares$230 Million0.07% of portfolio
-
Geometric Wealth Advisors7MShares$211 Million33.48% of portfolio
-
Allworth Financial LP6.28MShares$190 Million0.92% of portfolio