Jdh Wealth Management, LLC Dimensional ETF Tr Transaction History
Jdh Wealth Management, LLC
- $114 Billion
- Q4 2024
A detailed history of Jdh Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Jdh Wealth Management, LLC holds 72,901 shares of DFAX stock, worth $1.85 Million. This represents 1.59% of its overall portfolio holdings.
Number of Shares
72,901Holding current value
$1.85 Million% of portfolio
1.59%Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
515Shares Held
225MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$285 Million3.18% of portfolio
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Envestnet Asset Management Inc9.09MShares$231 Million0.08% of portfolio
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Lpl Financial LLC Fort Mill, SC7.49MShares$190 Million0.09% of portfolio
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Geometric Wealth Advisors7.2MShares$183 Million37.5% of portfolio
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Commonwealth Equity Services, LLC5.7MShares$145 Million0.23% of portfolio