Jdm Financial Group LLC Dimensional ETF Tr Dimensional Transaction History
Jdm Financial Group LLC
- $184 Billion
- Q3 2024
A detailed history of Jdm Financial Group LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Jdm Financial Group LLC holds 129 shares of DISV stock, worth $3,430. This represents 0.0% of its overall portfolio holdings.
Number of Shares
129
Previous 129
-0.0%
Holding current value
$3,430
Previous $3.47 Million
8.01%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$228 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$165 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$83.8 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$43.8 Million1.09% of portfolio
-
Ritholtz Wealth Management1.35MShares$36 Million1.2% of portfolio