Cornerstone Advisory, LLC Dimensional ETF Tr U S Target Transaction History

Cornerstone Advisory, LLC

$720 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 20, 2022	SELL	$44.35 - $48.64 $63,110 - $69,214	-1,423 Closed	0 $0
Q4 2021 Feb 23, 2022	BUY	$44.48 - $49.36 $63,295 - $70,239	1,423 New	1,423 $68,000

Others Institutions Holding DFAT

# of Institutions

668

Shares Held

156M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

14.1M
Shares

$857 Million
0.78% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$753 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

8.78M
Shares

$532 Million
9.32% of portfolio
Index Fund Advisors, Inc.

7.37M
Shares

$446 Million
22.37% of portfolio
Savant Capital, LLC

5.19M
Shares

$314 Million
2.46% of portfolio

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

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