Jdh Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Jdh Wealth Management, LLC
- $131 Billion
- Q2 2025
A detailed history of Jdh Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Jdh Wealth Management, LLC holds 188,850 shares of DFIC stock, worth $5.94 Million. This represents 4.5% of its overall portfolio holdings.
Number of Shares
188,850
Previous 176,343
7.09%
Holding current value
$5.94 Million
Previous $4.9 Billion
19.9%
% of portfolio
4.5%
Previous 4.2%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
499Shares Held
293MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$972 Million2.0% of portfolio
-
Envestnet Asset Management Inc28.8MShares$905 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$502 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$193 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$163 Million0.2% of portfolio