W.H. Cornerstone Investments Inc. Dimensional ETF Tr Dimensional Transaction History
W.H. Cornerstone Investments Inc.
- $147 Million
- Q4 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 48,098 shares of DISV stock, worth $1.31 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
48,098
Previous 45,948
4.68%
Holding current value
$1.31 Million
Previous $1.34 Million
4.34%
% of portfolio
0.87%
Previous 0.9%
Shares
5 transactions
Others Institutions Holding DISV
# of Institutions
284Shares Held
62.5MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$235 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$170 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$86.1 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$45 Million1.09% of portfolio
-
Ritholtz Wealth Management1.42MShares$38.9 Million1.12% of portfolio