Jdh Wealth Management, LLC Dimensional ETF Tr Transaction History
Jdh Wealth Management, LLC
- $117 Billion
- Q1 2025
A detailed history of Jdh Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Jdh Wealth Management, LLC holds 70,458 shares of DFAX stock, worth $2 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
70,458
Previous 72,901
3.35%
Holding current value
$2 Million
Previous $1.81 Billion
1.86%
% of portfolio
1.58%
Previous 1.59%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
607Shares Held
248MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$319 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$226 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$223 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$219 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$163 Million4.32% of portfolio