Jdh Wealth Management, LLC Dimensional ETF Tr U S Small C 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 Small C stock. As of the latest transaction made, Jdh Wealth Management, LLC holds 94,551 shares of DFAS stock, worth $5.87 Million. This represents 4.85% of its overall portfolio holdings.
Number of Shares
94,551
Previous 90,349
4.65%
Holding current value
$5.87 Million
Previous $5.88 Billion
3.92%
% of portfolio
4.85%
Previous 5.16%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
820Shares Held
126MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS16.8MShares$1.04 Billion0.95% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$495 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.85MShares$363 Million22.41% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$334 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$169 Million1.82% of portfolio