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 $128 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
$128 Million
Previous $90.6 Million
25.78%
% of portfolio
4.01%
Previous 3.2%
Shares
10 transactions
Others Institutions Holding DFIC
# of Institutions
491Shares Held
291MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$967 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$862 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$508 Million8.53% of portfolio
-
Evensky & Katz LLC6.15MShares$192 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$162 Million0.2% of portfolio