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

W.H. Cornerstone Investments Inc.

  • $139 Million
  • Q1 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 68,275 shares of DFSV stock, worth $1.95 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares
68,275
Previous 38,996 75.08%
Holding current value
$1.95 Million
Previous $1.14 Million 80.9%
% of portfolio
1.48%
Previous 0.9%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
298
Shares Held
72.6M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
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