Jmg Financial Group, Ltd. Dimensional ETF Tr Dimensional Transaction History
Jmg Financial Group, Ltd.
- $2.6 Billion
- Q2 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 4,907,427 shares of DFSV stock, worth $151 Million. This represents 5.43% of its overall portfolio holdings.
Number of Shares
4,907,427
Previous 4,663,997
5.22%
Holding current value
$151 Million
Previous $140 Million
0.6%
% of portfolio
5.43%
Previous 5.49%
Shares
7 transactions
Others Institutions Holding DFSV
# of Institutions
317Shares Held
81.1MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$252 Million3.69% of portfolio
-
Savant Capital, LLC4.64MShares$143 Million1.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.74MShares$84.2 Million0.14% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA2.51MShares$77.1 Million0.78% of portfolio
-
Modera Wealth Management, LLC2.35MShares$72.1 Million1.0% of portfolio