Jessup Wealth Management, Inc Dimensional ETF Tr Transaction History
Jessup Wealth Management, Inc
- $238 Billion
- Q1 2025
A detailed history of Jessup Wealth Management, Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Jessup Wealth Management, Inc holds 12,324 shares of DFAX stock, worth $331,762. This represents 0.14% of its overall portfolio holdings.
Number of Shares
12,324Holding current value
$331,762% of portfolio
0.14%Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
606Shares Held
248MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$302 Million3.18% of portfolio
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Geometric Wealth Advisors7.93MShares$213 Million37.02% of portfolio
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Lpl Financial LLC Fort Mill, SC7.84MShares$211 Million0.08% of portfolio
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Envestnet Asset Management Inc7.7MShares$207 Million0.07% of portfolio
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Rfg Advisory, LLC Birmingham, AL5.74MShares$155 Million4.32% of portfolio