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 59,325 shares of DFSV stock, worth $1.55 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
59,325
Previous 63,426
6.47%
Holding current value
$1.55 Million
Previous $1.95 Million
6.55%
% of portfolio
1.24%
Previous 1.32%
Shares
5 transactions
Others Institutions Holding DFSV
# of Institutions
420Shares Held
111MCall Options Held
600Put Options Held
8.2K-
Savant Capital, LLC8.05MShares$210 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$199 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.44MShares$142 Million5.92% of portfolio
-
Mather Group, Llc. Chicago, IL4.17MShares$109 Million1.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.98MShares$104 Million0.19% of portfolio