Jmg Financial Group, Ltd. Dimensional ETF Tr Dimensional Transaction History
Jmg Financial Group, Ltd.
- $2.56 Billion
- Q1 2024
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 4,663,997 shares of DFSV stock, worth $134 Million. This represents 5.49% of its overall portfolio holdings.
Number of Shares
4,663,997
Previous 4,372,800
6.66%
Holding current value
$134 Million
Previous $127 Million
10.25%
% of portfolio
5.49%
Previous 5.47%
Shares
6 transactions
Others Institutions Holding DFSV
# of Institutions
297Shares Held
72.6MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$235 Million3.65% of portfolio
-
Savant Capital, LLC2.83MShares$80.9 Million0.98% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA2.67MShares$76.4 Million0.95% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.21MShares$63.3 Million0.1% of portfolio
-
Modera Wealth Management, LLC2.16MShares$61.8 Million0.99% of portfolio