A detailed history of Cornerstone Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 12,512 shares of DFIV stock, worth $598,323. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,512
Previous 5,228 139.33%
Holding current value
$598,323
Previous $223,000 158.74%
% of portfolio
0.03%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025

BUY
$42.66 - $46.53 $310,735 - $338,924
7,284 Added 139.33%
12,512 $577,000
Q2 2025

Aug 12, 2025

BUY
$34.67 - $43.21 $181,254 - $225,901
5,228 New
5,228 $223,000

Others Institutions Holding DFIV

About DIMENSIONAL ETF TR


  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
Track This Portfolio

Track Cornerstone Wealth Management, LLC Portfolio

Follow Cornerstone Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Wealth Management, LLC with notifications on news.