W.H. Cornerstone Investments Inc. Dimensional ETF Tr Dimensional Transaction History

W.H. Cornerstone Investments Inc.

$152 Million
Q2 2025

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 97,982 shares of DFSV stock, worth $3.14 Million. This represents 1.9% of its overall portfolio holdings.

Number of Shares

97,982

Previous 94,321 3.88%

Holding current value

$3.14 Million

Previous $2.66 Million 8.59%

% of portfolio

1.9%

Previous 1.87%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$24.21 - $29.47 $88,632 - $107,889	3,661 Added 3.88%	97,982 $2.88 Million
Q1 2025 May 09, 2025	BUY	$27.56 - $32.1 $964,489 - $1.12 Million	34,996 Added 58.99%	94,321 $2.66 Million
Q4 2024 Jan 30, 2025	SELL	$30.18 - $33.87 $123,768 - $138,900	-4,101 Reduced 6.47%	59,325 $1.83 Million
Q3 2024 Oct 30, 2024	SELL	$28.25 - $31.7 $452,734 - $508,024	-16,026 Reduced 20.17%	63,426 $1.95 Million
Q2 2024 Jul 17, 2024	BUY	$27.81 - $30.13 $310,832 - $336,763	11,177 Added 16.37%	79,452 $2.29 Million
Q1 2024 May 06, 2024	BUY	$27.45 - $30.1 $803,708 - $881,297	29,279 Added 75.08%	68,275 $2.06 Million
Q4 2023 Feb 06, 2024	BUY	$23.61 - $29.53 $920,695 - $1.15 Million	38,996 New	38,996 $1.14 Million

Others Institutions Holding DFSV

# of Institutions

481

Shares Held

129M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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W.H. Cornerstone Investments Inc. Dimensional ETF Tr Dimensional Transaction History