Jmg Financial Group, Ltd. Dimensional ETF Tr Dimensional Transaction History
Jmg Financial Group, Ltd.
- $2.84 Billion
- Q1 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 4,102,611 shares of DFIC stock, worth $127 Million. This represents 4.01% of its overall portfolio holdings.
Number of Shares
4,102,611
Previous 3,504,084
17.08%
Holding current value
$127 Million
Previous $90.6 Million
25.78%
% of portfolio
4.01%
Previous 3.2%
Shares
10 transactions
Others Institutions Holding DFIC
# of Institutions
496Shares Held
292MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$957 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$853 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$495 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$190 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$160 Million0.2% of portfolio