Jdh Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Jdh Wealth Management, LLC
- $117 Billion
- Q1 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 122,113 shares of DISV stock, worth $4.02 Million. This represents 3.05% of its overall portfolio holdings.
Number of Shares
122,113
Previous 119,638
2.07%
Holding current value
$4.02 Million
Previous $3.18 Billion
11.86%
% of portfolio
3.05%
Previous 2.79%
Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
343Shares Held
69.1MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$292 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$202 Million3.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$104 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$76.7 Million1.1% of portfolio
-
Ritholtz Wealth Management1.65MShares$54.2 Million1.46% of portfolio