Jdh Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Jdh Wealth Management, LLC

  • $117 Billion
  • Q1 2025
Number of Shares
138,336
Previous 123,233 12.26%
Holding current value
$3.63 Billion
Previous $3.15 Billion 15.42%
% of portfolio
3.12%
Previous 2.76%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
N/A
15,103 Added 12.26%
138,336 $3.63 Billion
Q4 2024

Jan 22, 2025
BUY
N/A
123,233 New
123,233 $3.15 Billion
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