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 176,343 shares of DFIC stock, worth $5.5 Million. This represents 4.2% of its overall portfolio holdings.
Number of Shares
176,343
Previous 156,304
12.82%
Holding current value
$5.5 Million
Previous $4.04 Billion
21.22%
% of portfolio
4.2%
Previous 3.54%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
476Shares Held
280MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$964 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$859 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$506 Million8.53% of portfolio
-
Evensky & Katz LLC6.32MShares$197 Million11.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$161 Million0.2% of portfolio