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 45,948 shares of DISV stock, worth $1.23 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
45,948
Previous 34,840
31.88%
Holding current value
$1.23 Million
Previous $937,000
42.48%
% of portfolio
0.9%
Previous 0.66%
Shares
4 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$230 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$166 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$84.4 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$44.1 Million1.09% of portfolio
-
Ritholtz Wealth Management1.35MShares$36.3 Million1.2% of portfolio