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 $9,589. This represents 0.0% of its overall portfolio holdings.
Number of Shares
199Holding current value
$9,589% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
359Shares Held
73.2MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.9MShares$188 Million2.67% of portfolio
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Savant Capital, LLC3.66MShares$176 Million1.15% of portfolio
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Apella Capital, LLC3.4MShares$164 Million4.64% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$141 Million1.73% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$127 Million11.4% of portfolio