Jacobi Capital Management LLC Dimensional ETF Tr Transaction History
Jacobi Capital Management LLC
- $1.3 Billion
- Q4 2024
A detailed history of Jacobi Capital Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Jacobi Capital Management LLC holds 92,793 shares of DFAE stock, worth $2.46 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
92,793
Previous 76,082
21.96%
Holding current value
$2.46 Million
Previous $2.09 Million
12.85%
% of portfolio
0.18%
Previous 0.16%
Shares
5 transactions
Others Institutions Holding DFAE
# of Institutions
539Shares Held
168MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$411 Million2.64% of portfolio
-
Retirement Systems Of Alabama12.7MShares$335 Million1.22% of portfolio
-
Mather Group, Llc. Chicago, IL8.94MShares$237 Million2.96% of portfolio
-
Ubs Group Ag5.28MShares$140 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.58MShares$121 Million0.01% of portfolio