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 130,029 shares of DISV stock, worth $4.62 Million. This represents 3.28% of its overall portfolio holdings.
Number of Shares
130,029
Previous 122,113
6.48%
Holding current value
$4.62 Million
Previous $3.56 Billion
20.34%
% of portfolio
3.28%
Previous 3.05%
Shares
3 transactions
Others Institutions Holding DISV
# of Institutions
367Shares Held
79.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$315 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.9MShares$210 Million3.37% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$208 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$112 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$89.5 Million1.18% of portfolio