W.H. Cornerstone Investments Inc. Dimensional ETF Tr Dimensional Transaction History
W.H. Cornerstone Investments Inc.
- $142 Million
- Q1 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 47,866 shares of DISV stock, worth $1.44 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
47,866
Previous 48,098
0.48%
Holding current value
$1.44 Million
Previous $1.28 Million
9.08%
% of portfolio
0.98%
Previous 0.87%
Shares
6 transactions
Others Institutions Holding DISV
# of Institutions
336Shares Held
67.4MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$268 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$186 Million3.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$95.1 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$67.3 Million1.08% of portfolio
-
Ritholtz Wealth Management1.65MShares$49.7 Million1.46% of portfolio