Jessup Wealth Management, Inc Dimensional ETF Tr Transaction History
Jessup Wealth Management, Inc
- $269 Billion
- Q3 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 $387,589. This represents 0.14% of its overall portfolio holdings.
Number of Shares
12,324
Previous 12,324
-0.0%
Holding current value
$387,589
Previous $362 Million
6.84%
% of portfolio
0.14%
Previous 0.15%
Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
658Shares Held
255MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$353 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.02MShares$252 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.62MShares$240 Million0.07% of portfolio
-
Geometric Wealth Advisors7MShares$220 Million33.48% of portfolio
-
Allworth Financial LP6.28MShares$198 Million0.92% of portfolio