Jgp Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History
Jgp Wealth Management, LLC
- $813 Million
- Q2 2025
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 341,470 shares of DFEM stock, worth $10.4 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
341,470
Previous 344,490
0.88%
Holding current value
$10.4 Million
Previous $9.15 Million
10.72%
% of portfolio
1.25%
Previous 1.22%
Shares
8 transactions
Others Institutions Holding DFEM
# of Institutions
460Shares Held
167MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.8MShares$509 Million8.65% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.49MShares$197 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.01MShares$182 Million2.54% of portfolio
-
Truepoint, Inc.4.91MShares$149 Million3.62% of portfolio
-
Sequoia Financial Advisors, LLC4.63MShares$141 Million1.05% of portfolio