Jgp Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History
Jgp Wealth Management, LLC
- $701 Million
- Q2 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 372,405 shares of DFEM stock, worth $10.5 Million. This represents 1.42% of its overall portfolio holdings.
Number of Shares
372,405
Previous 367,322
1.38%
Holding current value
$10.5 Million
Previous $9.36 Million
6.31%
% of portfolio
1.42%
Previous 1.36%
Shares
4 transactions
Others Institutions Holding DFEM
# of Institutions
325Shares Held
124MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.1MShares$427 Million8.3% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.46MShares$155 Million0.26% of portfolio
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Truepoint, Inc.4.23MShares$120 Million3.28% of portfolio
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High Tower Advisors, LLC Chicago, IL3.97MShares$112 Million0.17% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$112 Million1.18% of portfolio