Jmg Financial Group, Ltd. Dimensional ETF Tr Dimensional Transaction History
Jmg Financial Group, Ltd.
- $3.16 Billion
- Q2 2025
A detailed history of Jmg Financial Group, Ltd. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Jmg Financial Group, Ltd. holds 4,155,387 shares of DFIC stock, worth $137 Million. This represents 4.08% of its overall portfolio holdings.
Number of Shares
4,155,387
Previous 4,102,611
1.29%
Holding current value
$137 Million
Previous $114 Million
13.4%
% of portfolio
4.08%
Previous 4.01%
Shares
11 transactions
Others Institutions Holding DFIC
# of Institutions
512Shares Held
297MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.05 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$951 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$528 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$203 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$168 Million0.21% of portfolio