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 $124 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
$124 Million
Previous $90.6 Million
25.78%
% of portfolio
4.01%
Previous 3.2%
Shares
10 transactions
Others Institutions Holding DFIC
# of Institutions
469Shares Held
279MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$936 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$834 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$492 Million8.53% of portfolio
-
Evensky & Katz LLC6.32MShares$191 Million11.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$157 Million0.2% of portfolio