W.H. Cornerstone Investments Inc. DFSV Holdings History
W.H. Cornerstone Investments Inc.'s Dimensional US Small Cap Value ETF Holding Summary
As of 2025-03-31, W.H. Cornerstone Investments Inc. held 94,321.00 shares of Dimensional US Small Cap Value ETF(DFSV), totaling $2.66 Mil. This investment constitutes 1.83% of their stock portfolio, and W.H. Cornerstone Investments Inc. now holds 0.06% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.
The initial trade took place in 2023Q4. And since then W.H. Cornerstone Investments Inc. has made 4 purchases of DFSV, at an average price of $28.23, for a total of 114,448.00 shares. In addition, there have been 2 sales at an average price of $30.32 for 20,127.00 shares. Based on historical transaction data and DFSV's current price of $31.12, W.H. Cornerstone Investments Inc.'s estimated gain on his DFSV holdings is $314,698.04, reflecting a 9.74% gain to date.
W.H. Cornerstone Investments Inc. DFSV ($31.12) Holding Chart
W.H. Cornerstone Investments Inc. DFSV ($31.12) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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