Cornerstone Planning Group LLC Dimensional ETF Tr U S Equity Transaction History
Cornerstone Planning Group LLC
- $349 Billion
- Q2 2024
A detailed history of Cornerstone Planning Group LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 258 shares of DFUS stock, worth $15,872. This represents 0.0% of its overall portfolio holdings.
Number of Shares
258
Previous 258
-0.0%
Holding current value
$15,872
Previous $14.4 Million
0.68%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DFUS
# of Institutions
625Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$490 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$364 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$310 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$255 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$228 Million0.23% of portfolio