Jessup Wealth Management, Inc Dimensional ETF Tr U S Core Eq Transaction History
Jessup Wealth Management, Inc
- $238 Billion
- Q1 2025
A detailed history of Jessup Wealth Management, Inc transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Jessup Wealth Management, Inc holds 9,243 shares of DFAC stock, worth $316,018. This represents 0.13% of its overall portfolio holdings.
Number of Shares
9,243Holding current value
$316,018% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,092Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.84 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.78 Billion0.58% of portfolio
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Forum Financial Management, LP Lombard, IL37.8MShares$1.29 Billion23.61% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.28 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.4MShares$594 Million0.23% of portfolio