Cornerstone Planning Group LLC Dimensional ETF Tr Short Durat Transaction History
Cornerstone Planning Group LLC
- $418 Billion
- Q1 2025
A detailed history of Cornerstone Planning Group LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 199 shares of DFSD stock, worth $9,496. This represents 0.0% of its overall portfolio holdings.
Number of Shares
199Holding current value
$9,496% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
338Shares Held
68.3MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$199 Million1.31% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.98MShares$142 Million2.55% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$139 Million1.73% of portfolio
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Apella Capital, LLC2.69MShares$129 Million4.45% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$124 Million11.2% of portfolio