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 5,816,865 shares of DFSV stock, worth $168 Million. This represents 5.77% of its overall portfolio holdings.
Number of Shares
5,816,865
Previous 5,438,365
6.96%
Holding current value
$168 Million
Previous $167 Million
2.18%
% of portfolio
5.77%
Previous 5.92%
Shares
10 transactions
Others Institutions Holding DFSV
# of Institutions
441Shares Held
120MCall Options Held
10.7KPut Options Held
5.5K-
Savant Capital, LLC9.38MShares$270 Million2.0% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$220 Million2.99% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.05MShares$145 Million0.24% of portfolio
-
Mather Group, Llc. Chicago, IL5.01MShares$144 Million1.64% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ3.28MShares$94.6 Million0.41% of portfolio