Jfg Wealth Management, LLC Dimensional ETF Tr Transaction History
Jfg Wealth Management, LLC
- $478 Million
- Q2 2025
A detailed history of Jfg Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Jfg Wealth Management, LLC holds 17,854 shares of DFAI stock, worth $648,635. This represents 0.13% of its overall portfolio holdings.
Number of Shares
17,854
Previous 17,854
-0.0%
Holding current value
$648,635
Previous $557,000
10.77%
% of portfolio
0.13%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding DFAI
# of Institutions
681Shares Held
254MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$585 Million0.75% of portfolio
-
Envestnet Asset Management Inc9.25MShares$336 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC7.55MShares$274 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC7.21MShares$262 Million1.99% of portfolio
-
Sym Financial Corp6.61MShares$240 Million25.8% of portfolio