Cornerstone Planning Group LLC Dimensional ETF Tr Transaction History
Cornerstone Planning Group LLC
- $490 Billion
- Q2 2025
A detailed history of Cornerstone Planning Group LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 467 shares of DFIV stock, worth $21,538. This represents 0.0% of its overall portfolio holdings.
Number of Shares
467
Previous 459
1.74%
Holding current value
$21,538
Previous $18.1 Million
12.6%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DFIV
# of Institutions
747Shares Held
261MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO24.6MShares$1.14 Billion0.78% of portfolio
-
Envestnet Asset Management Inc21.1MShares$975 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.9MShares$919 Million1.77% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$515 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$396 Million2.4% of portfolio