Jpl Wealth Management, LLC Dimensional ETF Tr Transaction History
Jpl Wealth Management, LLC
- $349 Billion
- Q4 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 99,925 shares of DFAI stock, worth $3.23 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
99,925
Previous 63,576
57.17%
Holding current value
$3.23 Million
Previous $1.89 Billion
54.68%
% of portfolio
0.84%
Previous 0.92%
Shares
3 transactions
Others Institutions Holding DFAI
# of Institutions
630Shares Held
235MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.04 Billion6.3% of portfolio
-
Envestnet Asset Management Inc7.43MShares$241 Million0.08% of portfolio
-
Sym Financial Corp6.65MShares$215 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$194 Million0.01% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$185 Million18.44% of portfolio