W.H. Cornerstone Investments Inc. Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, W.H. Cornerstone Investments Inc. holds 63,426 shares of DFSV stock, worth $2.12 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
63,426
Previous 79,452
20.17%
Holding current value
$2.12 Million
Previous $2.29 Million
14.56%
% of portfolio
1.32%
Previous 1.62%
Shares
4 transactions
Others Institutions Holding DFSV
# of Institutions
340Shares Held
95.2MCall Options Held
10.1KPut Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$275 Million3.73% of portfolio
-
Savant Capital, LLC6.57MShares$220 Million1.72% of portfolio
-
Jmg Financial Group, Ltd.5.2MShares$174 Million5.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.43MShares$115 Million0.15% of portfolio
-
Mather Group, Llc. Chicago, IL2.97MShares$99.5 Million1.18% of portfolio