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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
2025-09-30 $3.1M 98k 32.07
2025-06-30 $2.8M 95k 29.68
2025-03-31 $2.2M 82k 26.46
2024-12-31 $1.8M 68k 26.19
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)
Apple (AAPL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Costco Wholesale Corporation (COST)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for W.H. Cornerstone Investments

Top funds holding Dimensional Etf Trust

Forum Financial Management
Colony
Buckingham Strategic Partners
CI Private Wealth
Sequoia Financial Advisors
Truepoint
HighTower Advisors
Parcion Private Wealth
Savant Capital Management
Asset Dedication
Evensky & Katz
JMG Financial Group
Maseco
RW Investment Management
LPL Financial

View all funds holding Dimensional Etf Trust