Jdm Financial Group LLC Dimensional ETF Tr Dimensional Transaction History
Jdm Financial Group LLC
- $192 Billion
- Q4 2024
A detailed history of Jdm Financial Group LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Jdm Financial Group LLC holds 129 shares of DISV stock, worth $3,889. This represents 0.0% of its overall portfolio holdings.
Number of Shares
129
Previous 129
-0.0%
Holding current value
$3,889
Previous $3.75 Million
8.56%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
324Shares Held
66.1MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$267 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$193 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$95 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$67.3 Million1.08% of portfolio
-
Ritholtz Wealth Management1.42MShares$42.9 Million1.12% of portfolio