Jacobi Capital Management LLC Dimensional ETF Tr Transaction History
Jacobi Capital Management LLC
- $1.08 Billion
- Q1 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 138,785 shares of DFAU stock, worth $5.21 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
138,785
Previous 35,327
292.86%
Holding current value
$5.21 Million
Previous $1.17 Million
331.94%
% of portfolio
0.47%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
385Shares Held
95.2MCall Options Held
0Put Options Held
0-
Modera Wealth Management, LLC4.18MShares$157 Million2.33% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$156 Million5.04% of portfolio
-
Sequoia Financial Advisors, LLC3.67MShares$138 Million1.68% of portfolio
-
Aquire Wealth Advisors, LLC3.23MShares$121 Million41.25% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.67MShares$100 Million25.27% of portfolio