Jdh Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Jdh Wealth Management, LLC
- $114 Billion
- Q4 2024
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 156,304 shares of DFIC stock, worth $4.14 Million. This represents 3.54% of its overall portfolio holdings.
Number of Shares
156,304Holding current value
$4.14 Million% of portfolio
3.54%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
370Shares Held
237MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$715 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO25.7MShares$682 Million1.59% of portfolio
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Forum Financial Management, LP Lombard, IL15.8MShares$418 Million8.47% of portfolio
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Evensky & Katz LLC5.9MShares$156 Million10.81% of portfolio
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Rw Investment Management LLC Eagle, ID4.86MShares$129 Million17.02% of portfolio