Jp Wealth Management, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Jp Wealth Management, Inc.
- $136 Billion
- Q4 2024
A detailed history of Jp Wealth Management, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Jp Wealth Management, Inc. holds 838,892 shares of DFAC stock, worth $27.5 Million. This represents 21.31% of its overall portfolio holdings.
Number of Shares
838,892Holding current value
$27.5 Million% of portfolio
21.31%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,066Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.88 Billion0.66% of portfolio
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Mercer Global Advisors Inc Denver, CO46.5MShares$1.53 Billion3.97% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.23 Billion25.73% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.22 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC18.2MShares$596 Million0.26% of portfolio