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Dimensional Etf Trust shares owned by Cornerstone Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) shares owned by Cornerstone Wealth Management from 13F filings

Historical chart of Cornerstone Wealth Management investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Cornerstone Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Cornerstone Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.4M 29k 49.90
2025-09-30 $577k 13k 46.12
2025-06-30 $224k 5.2k 42.83

More positions owned by Cornerstone Wealth Management

Apple (AAPL)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Spdr Series Trust State Street Spd (SPMD)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Msci Usa Min Vol (USMV)
Amazon (AMZN)
Vanguard Specialized Funds Div App Etf (VIG)
Wal-Mart Stores (WMT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)

View all positions for Cornerstone Wealth Management

Top funds holding Dimensional Etf Trust

Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Pnc Financial Services
Colony
Savant Capital Management
Northern Trust
EP Wealth Advisors
Buckingham Strategic Partners
CI Private Wealth
Envestnet Asset Management
Raymond James Financial
Index Fund Advisors
Plan
HighTower Advisors
Creative Planning

View all funds holding Dimensional Etf Trust