Jdh Wealth Management, LLC Dimensional ETF Tr Transaction History
Jdh Wealth Management, LLC
- $114 Billion
- Q4 2024
A detailed history of Jdh Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Jdh Wealth Management, LLC holds 97,155 shares of DFAU stock, worth $4.08 Million. This represents 3.45% of its overall portfolio holdings.
Number of Shares
97,155Holding current value
$4.08 Million% of portfolio
3.45%Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
415Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$203 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$174 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$155 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$147 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$121 Million0.71% of portfolio