Cornerstone Advisory, LLC Dimensional ETF Tr U S Small C Transaction History
Cornerstone Advisory, LLC
- $795 Million
- Q1 2025
A detailed history of Cornerstone Advisory, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Cornerstone Advisory, LLC holds 4,650 shares of DFAS stock, worth $288,765. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,650
Previous 4,650
-0.0%
Holding current value
$288,765
Previous $302,000
8.28%
% of portfolio
0.03%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding DFAS
# of Institutions
819Shares Held
126MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS16.8MShares$1.04 Billion0.95% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$495 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.85MShares$363 Million22.41% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$334 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$169 Million1.82% of portfolio