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 46,736 shares of DISV stock, worth $1.64 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
46,736
Previous 47,866
2.36%
Holding current value
$1.64 Million
Previous $1.39 Million
10.41%
% of portfolio
1.01%
Previous 0.98%
Shares
7 transactions
Others Institutions Holding DISV
# of Institutions
369Shares Held
79.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$311 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.9MShares$207 Million3.37% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$205 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$110 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$88.4 Million1.18% of portfolio