Jmg Financial Group, Ltd. Dimensional ETF Tr Dimensional Transaction History
Jmg Financial Group, Ltd.
- $3.16 Billion
- Q2 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 5,430,032 shares of DFSV stock, worth $171 Million. This represents 5.05% of its overall portfolio holdings.
Number of Shares
5,430,032
Previous 5,816,865
6.65%
Holding current value
$171 Million
Previous $164 Million
2.41%
% of portfolio
5.05%
Previous 5.77%
Shares
11 transactions
Others Institutions Holding DFSV
# of Institutions
477Shares Held
134MCall Options Held
10.7KPut Options Held
5.5K-
Savant Capital, LLC11.8MShares$370 Million2.26% of portfolio
-
Mather Group, Llc. Chicago, IL6.46MShares$203 Million2.05% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.05MShares$158 Million0.24% of portfolio
-
Ritholtz Wealth Management3.21MShares$101 Million2.12% of portfolio
-
Cerity Partners LLC New York, NY3.04MShares$95.3 Million0.16% of portfolio