Jdh Wealth Management, LLC Dimensional ETF Tr Transaction History

Jdh Wealth Management, LLC

  • $131 Billion
  • Q2 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 307,839 shares of DFIV stock, worth $13.9 Million. This represents 10.1% of its overall portfolio holdings.

Number of Shares
307,839
Previous 308,464 0.2%
Holding current value
$13.9 Million
Previous $12.1 Billion 8.6%
% of portfolio
10.1%
Previous 10.42%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 01, 2025
SELL
$34.67 - $43.21 $21,668 - $27,006
-625 Reduced 0.2%
307,839 $13.2 Billion
Q1 2025

May 02, 2025
BUY
$35.33 - $40.77 $211 - $244
6 Added 0.0%
308,464 $12.1 Billion
Q4 2024

Jan 22, 2025
BUY
$34.86 - $37.97 $10.8 Million - $11.7 Million
308,458 New
308,458 $10.9 Billion

Others Institutions Holding DFIV

# of Institutions
744
Shares Held
261M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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