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 $4.3 Million. This represents 3.54% of its overall portfolio holdings.
Number of Shares
156,304Holding current value
$4.3 Million% of portfolio
3.54%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
438Shares Held
2.28BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$55.6 Billion3.13% of portfolio
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Envestnet Asset Management Inc29.5MShares$810 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO27.4MShares$754 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16.4MShares$450 Million8.36% of portfolio
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Evensky & Katz LLC6.13MShares$169 Million10.37% of portfolio