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 308,464 shares of DFIV stock, worth $13 Million. This represents 10.42% of its overall portfolio holdings.
Number of Shares
308,464
Previous 308,458
-0.0%
Holding current value
$13 Million
Previous $10.9 Billion
10.94%
% of portfolio
10.42%
Previous 9.6%
Shares
2 transactions
Others Institutions Holding DFIV
# of Institutions
687Shares Held
226MCall Options Held
1.8KPut Options Held
200-
Envestnet Asset Management Inc20MShares$847 Million0.26% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.1MShares$808 Million1.75% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$472 Million4.47% of portfolio
-
Savant Capital, LLC8.49MShares$359 Million2.53% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.29MShares$308 Million0.15% of portfolio