W.H. Cornerstone Investments Inc. Dimensional ETF Tr Emerging Mk Transaction History
W.H. Cornerstone Investments Inc.
- $148 Million
- Q3 2024
A detailed history of W.H. Cornerstone Investments Inc. transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, W.H. Cornerstone Investments Inc. holds 64,190 shares of DFEM stock, worth $1.69 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
64,190
Previous 38,348
67.39%
Holding current value
$1.69 Million
Previous $1.03 Million
76.29%
% of portfolio
1.22%
Previous 0.73%
Shares
4 transactions
Others Institutions Holding DFEM
# of Institutions
347Shares Held
132MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$411 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$152 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$117 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$105 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$105 Million1.18% of portfolio