Jpl Wealth Management, LLC Dimensional ETF Tr Transaction History
Jpl Wealth Management, LLC
- $181 Billion
- Q1 2024
A detailed history of Jpl Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Jpl Wealth Management, LLC holds 54,810 shares of DFAI stock, worth $1.63 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
54,810Holding current value
$1.63 Million% of portfolio
0.91%Shares
1 transactions
Others Institutions Holding DFAI
# of Institutions
489Shares Held
135MCall Options Held
400Put Options Held
177K-
Sym Financial Corp6.09MShares$182 Million30.43% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.28MShares$157 Million23.76% of portfolio
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Bank Of America Corp Charlotte, NC4.69MShares$140 Million0.01% of portfolio
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Ci Private Wealth, LLC Miami, FL3.85MShares$115 Million0.18% of portfolio
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Moisand Fitzgerald Tamayo, LLC3.33MShares$99.3 Million15.43% of portfolio