Cornerstone Wealth Group, LLC Dimensional ETF Tr U S Core Eq Transaction History
Cornerstone Wealth Group, LLC
- $1.21 Billion
- Q1 2025
A detailed history of Cornerstone Wealth Group, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Cornerstone Wealth Group, LLC holds 60,946 shares of DFAC stock, worth $1.96 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
60,946
Previous 60,946
-0.0%
Holding current value
$1.96 Million
Previous $2.11 Million
4.65%
% of portfolio
0.17%
Previous 0.16%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
1,066Shares Held
805MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.84 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.49 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.21 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.2 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$583 Million0.26% of portfolio