Jdh Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Jdh Wealth Management, LLC
- $141 Billion
- Q3 2025
A detailed history of Jdh Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Jdh Wealth Management, LLC holds 19,182 shares of DFSV stock, worth $602,314. This represents 0.43% of its overall portfolio holdings.
Number of Shares
19,182
Previous 19,182
-0.0%
Holding current value
$602,314
Previous $565 Million
8.19%
% of portfolio
0.43%
Previous 0.43%
Shares
1 transactions
Others Institutions Holding DFSV
# of Institutions
496Shares Held
140MCall Options Held
0Put Options Held
0-
Savant Capital, LLC13.4MShares$421 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL6.51MShares$204 Million2.11% of portfolio
-
Jmg Financial Group, Ltd.5.61MShares$176 Million5.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.14MShares$161 Million0.26% of portfolio
-
Cerity Partners LLC New York, NY3.46MShares$109 Million0.18% of portfolio