Jdm Financial Group LLC Dimensional ETF Tr Us Marketwi Transaction History
Jdm Financial Group LLC
- $192 Billion
- Q4 2024
A detailed history of Jdm Financial Group LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Jdm Financial Group LLC holds 1,898 shares of DFUV stock, worth $80,911. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,898
Previous 1,207
57.25%
Holding current value
$80,911
Previous $50.3 Million
54.34%
% of portfolio
0.04%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
701Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.44 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.34 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$766 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$615 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$458 Million0.67% of portfolio