Jgp Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History

Jgp Wealth Management, LLC

$750 Million
Q1 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 344,490 shares of DFEM stock, worth $9.16 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares

344,490

Previous 382,538 9.95%

Holding current value

$9.16 Million

Previous $10 Million 8.63%

% of portfolio

1.22%

Previous 1.3%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	SELL	$25.35 - $27.46 $964,516 - $1.04 Million	-38,048 Reduced 9.95%	344,490 $9.15 Million
Q4 2024 Jan 14, 2025	BUY	$26.16 - $28.82 $51,221 - $56,429	1,958 Added 0.51%	382,538 $10 Million
Q3 2024 Oct 09, 2024	BUY	$25.21 - $28.46 $206,091 - $232,660	8,175 Added 2.2%	380,580 $10.7 Million
Q2 2024 Jul 12, 2024	BUY	$24.84 - $27.2 $126,261 - $138,257	5,083 Added 1.38%	372,405 $9.95 Million
Q1 2024 Apr 24, 2024	SELL	$23.62 - $25.64 $7,511 - $8,153	-318 Reduced 0.09%	367,322 $9.36 Million
Q4 2023 Jan 10, 2024	BUY	$22.36 - $24.96 $269,997 - $301,392	12,075 Added 3.4%	367,640 $9.18 Million
Q3 2023 Oct 19, 2023	BUY	$23.16 - $25.43 $8.23 Million - $9.04 Million	355,565 New	355,565 $8.29 Million

Others Institutions Holding DFEM

# of Institutions

428

Shares Held

154M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEM
Sector ETFs
Industry ETFs

More about DFEM

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Jgp Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History