Jdh Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Jdh Wealth Management, LLC
- $117 Billion
- Q1 2025
A detailed history of Jdh Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Jdh Wealth Management, LLC holds 537,068 shares of DFAC stock, worth $18.4 Million. This represents 15.2% of its overall portfolio holdings.
Number of Shares
537,068
Previous 547,067
1.83%
Holding current value
$18.4 Million
Previous $18.9 Billion
6.37%
% of portfolio
15.2%
Previous 16.59%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,091Shares Held
811MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.84 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.78 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.29 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.28 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$594 Million0.23% of portfolio