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 12,361 shares of DFAR stock, worth $291,719. This represents 0.25% of its overall portfolio holdings.
Number of Shares
12,361
Previous 12,360
0.01%
Holding current value
$291,719
Previous $288 Million
2.15%
% of portfolio
0.25%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding DFAR
# of Institutions
263Shares Held
43.3MCall Options Held
27.2KPut Options Held
10K-
Vista Wealth Management Group, LLC3.13MShares$73.9 Million5.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.55MShares$60.1 Million0.08% of portfolio
-
Prudential Financial Inc Newark, NJ2.34MShares$55.3 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.01MShares$47.5 Million11.74% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.73MShares$40.9 Million3.75% of portfolio