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Dimensional Etf Trust shares owned by W.H. Cornerstone Investments

Quarter-by-quarter ownership of Dimensional Etf Trust (DFEM) shares owned by W.H. Cornerstone Investments from 13F filings

Historical chart of W.H. Cornerstone Investments investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by W.H. Cornerstone Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by W.H. Cornerstone Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 64k 28.15
2024-06-30 $1.0M 38k 26.73
2024-03-31 $883k 35k 25.49
2023-12-31 $571k 23k 24.95

More positions owned by W.H. Cornerstone Investments

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Procter & Gamble Company (PG)

View all positions for W.H. Cornerstone Investments

Top funds holding Dimensional Etf Trust

Forum Financial Management
CI Private Wealth
Colony
Truepoint
HighTower Advisors
Buckingham Strategic Partners
Parcion Private Wealth
Asset Dedication
Heritage Financial Services
Evensky & Katz
Carlson Capital Management
BKD Wealth Advisors
RW Investment Management
Total Wealth Planning
Hill Investment Group Partners

View all funds holding Dimensional Etf Trust