Jgp Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History
Jgp Wealth Management, LLC
- $774 Million
- Q3 2024
A detailed history of Jgp Wealth Management, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 380,580 shares of DFEM stock, worth $10.1 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
380,580
Previous 372,405
2.2%
Holding current value
$10.1 Million
Previous $9.95 Million
7.63%
% of portfolio
1.38%
Previous 1.42%
Shares
5 transactions
Others Institutions Holding DFEM
# of Institutions
346Shares Held
131MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$415 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$154 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$118 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$106 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$105 Million1.18% of portfolio