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 $1.57 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
47,866
Previous 48,098
0.48%
Holding current value
$1.57 Million
Previous $1.28 Million
9.08%
% of portfolio
0.98%
Previous 0.87%
Shares
6 transactions
Others Institutions Holding DISV
# of Institutions
343Shares Held
69.1MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$291 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$202 Million3.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$103 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$76.5 Million1.1% of portfolio
-
Ritholtz Wealth Management1.65MShares$54 Million1.46% of portfolio