Jdm Financial Group LLC Dimensional ETF Tr Dimensional Transaction History
Jdm Financial Group LLC
- $239 Billion
- Q3 2025
A detailed history of Jdm Financial Group LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Jdm Financial Group LLC holds 129 shares of DISV stock, worth $4,633. This represents 0.0% of its overall portfolio holdings.
Number of Shares
129
Previous 129
-0.0%
Holding current value
$4,633
Previous $4.25 Million
8.46%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
403Shares Held
83.1MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$318 Million10.25% of portfolio
-
Mather Group, Llc. Chicago, IL5.87MShares$211 Million2.22% of portfolio
-
Forum Financial Management, LP Lombard, IL5.82MShares$209 Million3.14% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$113 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.27MShares$81.5 Million0.98% of portfolio