Jmg Financial Group, Ltd. Dimensional ETF Tr Dimensional Transaction History
Jmg Financial Group, Ltd.
- $2.83 Billion
- Q3 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 2,863,333 shares of DFIC stock, worth $77.9 Million. This represents 2.85% of its overall portfolio holdings.
Number of Shares
2,863,333
Previous 2,490,931
14.95%
Holding current value
$77.9 Million
Previous $65.5 Million
23.04%
% of portfolio
2.85%
Previous 2.52%
Shares
8 transactions
Others Institutions Holding DFIC
# of Institutions
347Shares Held
223MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$647 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$634 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.3MShares$415 Million8.27% of portfolio
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Evensky & Katz LLC5.9MShares$160 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$128 Million16.75% of portfolio