Jdh Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Jdh Wealth Management, LLC
- $114 Billion
- Q4 2024
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 547,067 shares of DFAC stock, worth $19.7 Million. This represents 16.59% of its overall portfolio holdings.
Number of Shares
547,067Holding current value
$19.7 Million% of portfolio
16.59%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
937Shares Held
746MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.8 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$638 Million0.28% of portfolio