Jfg Wealth Management, LLC Dimensional ETF Tr U S Equity Transaction History
Jfg Wealth Management, LLC
- $435 Million
- Q4 2024
A detailed history of Jfg Wealth Management, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Jfg Wealth Management, LLC holds 13,025 shares of DFUS stock, worth $780,979. This represents 0.19% of its overall portfolio holdings.
Number of Shares
13,025
Previous 13,239
1.62%
Holding current value
$780,979
Previous $823,000
0.85%
% of portfolio
0.19%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
746Shares Held
163MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.58 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$477 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.16MShares$309 Million20.01% of portfolio
-
Plancorp, LLC4.79MShares$287 Million12.62% of portfolio
-
Envestnet Asset Management Inc3.84MShares$230 Million0.08% of portfolio