Jp Wealth Management, Inc. Dimensional ETF Tr Transaction History

Jp Wealth Management, Inc.

$124 Billion
Q1 2025

A detailed history of Jp Wealth Management, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Jp Wealth Management, Inc. holds 196,380 shares of DFAX stock, worth $5.62 Million. This represents 4.15% of its overall portfolio holdings.

Number of Shares

196,380

Holding current value

$5.62 Million

% of portfolio

4.15%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 18, 2025	BUY	$24.45 - $27.2 $4.8 Million - $5.34 Million	196,380 New	196,380 $5.15 Billion

Others Institutions Holding DFAX

# of Institutions

606

Shares Held

247M

Call Options Held

6.8K

Put Options Held

Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$321 Million
3.18% of portfolio
Geometric Wealth Advisors

7.93M
Shares

$227 Million
37.02% of portfolio
Lpl Financial LLC Fort Mill, SC

7.84M
Shares

$224 Million
0.08% of portfolio
Envestnet Asset Management Inc

7.7M
Shares

$220 Million
0.07% of portfolio
Rfg Advisory, LLC Birmingham, AL

5.74M
Shares

$164 Million
4.32% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

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Jp Wealth Management, Inc. Dimensional ETF Tr Transaction History