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

W.H. Cornerstone Investments Inc.

  • $157 Million
  • Q3 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 100,844 shares of DFSV stock, worth $3.17 Million. This represents 2.05% of its overall portfolio holdings.

Number of Shares
100,844
Previous 97,982 2.92%
Holding current value
$3.17 Million
Previous $2.88 Million 11.34%
% of portfolio
2.05%
Previous 1.9%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
BUY
$29.2 - $32.74 $83,570 - $93,701
2,862 Added 2.92%
100,844 $3.21 Million
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
496
Shares Held
140M
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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