Jmg Financial Group, Ltd. Dimensional ETF Tr U S Core Eq Transaction History

Jmg Financial Group, Ltd.

$2.83 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 17, 2022	BUY	$22.24 - $26.54 $1,445 - $1,725	65 Added 0.39%	16,836 $374,000
Q2 2022 Jul 26, 2022	BUY	$22.75 - $27.77 $381,540 - $465,730	16,771 New	16,771 $391,000

Others Institutions Holding DFAC

# of Institutions

921

Shares Held

741M

Call Options Held

76K

Put Options Held

0

Envestnet Asset Management Inc

56.6M
Shares

$1.96 Billion
0.64% of portfolio
Mercer Global Advisors Inc Denver, CO

50.1M
Shares

$1.73 Billion
3.76% of portfolio
Forum Financial Management, LP Lombard, IL

37.6M
Shares

$1.3 Billion
24.59% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

37.3M
Shares

$1.29 Billion
13.39% of portfolio
Lpl Financial LLC Fort Mill, SC

17.7M
Shares

$613 Million
0.28% of portfolio

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Jmg Financial Group, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Jmg Financial Group, Ltd. with notifications on news.