Jdm Financial Group LLC Dimensional ETF Tr Us Marketwi Transaction History
Jdm Financial Group LLC
- $197 Billion
- Q1 2025
A detailed history of Jdm Financial Group LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Jdm Financial Group LLC holds 1,898 shares of DFUV stock, worth $74,686. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,898
Previous 1,898
-0.0%
Holding current value
$74,686
Previous $77.7 Million
0.71%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
729Shares Held
273MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.2MShares$1.35 Billion3.28% of portfolio
-
Envestnet Asset Management Inc30.5MShares$1.2 Billion0.42% of portfolio
-
Savant Capital, LLC17.3MShares$681 Million5.4% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$568 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.5MShares$414 Million0.73% of portfolio