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 $30.2 Million. This represents 21.31% of its overall portfolio holdings.
Number of Shares
838,892Holding current value
$30.2 Million% of portfolio
21.31%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
942Shares Held
748MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.04 Billion0.64% of portfolio
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Mercer Global Advisors Inc Denver, CO50.1MShares$1.8 Billion3.76% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.7MShares$639 Million0.28% of portfolio