Cornerstone Advisory, LLC Dimensional ETF Tr U S Core Eq Transaction History

Cornerstone Advisory, LLC

$786 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 20, 2022	SELL	$25.76 - $29.21 $30,963 - $35,110	-1,202 Closed	0 $0
Q4 2021 Feb 23, 2022	BUY	$26.63 - $29.09 $32,009 - $34,966	1,202 New	1,202 $34,000

Others Institutions Holding DFAC

# of Institutions

1,078

Shares Held

803M

Call Options Held

40K

Put Options Held

0

Envestnet Asset Management Inc

52.2M
Shares

$1.68 Billion
0.58% of portfolio
Mercer Global Advisors Inc Denver, CO

46.5M
Shares

$1.5 Billion
3.97% of portfolio
Forum Financial Management, LP Lombard, IL

37.8M
Shares

$1.22 Billion
23.61% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

37.3M
Shares

$1.2 Billion
13.39% of portfolio
Lpl Financial LLC Fort Mill, SC

18.2M
Shares

$586 Million
0.26% of portfolio

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
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