Cornerstone Planning Group LLC Dimensional ETF Tr Transaction History
Cornerstone Planning Group LLC
- $624 Billion
- Q3 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 805 shares of DFIV stock, worth $38,567. This represents 0.01% of its overall portfolio holdings.
Number of Shares
805
Previous 467
72.38%
Holding current value
$38,567
Previous $20.3 Million
192.52%
% of portfolio
0.01%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding DFIV
# of Institutions
795Shares Held
258MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO26.9MShares$1.29 Billion0.84% of portfolio
-
Mercer Global Advisors Inc Denver, CO20.9MShares$1 Billion1.65% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA13.8MShares$663 Million0.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$535 Million4.47% of portfolio
-
Savant Capital, LLC8.68MShares$416 Million2.24% of portfolio