Jdh Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Jdh Wealth Management, LLC
- $114 Billion
- Q4 2024
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 119,638 shares of DISV stock, worth $3.28 Million. This represents 2.79% of its overall portfolio holdings.
Number of Shares
119,638Holding current value
$3.28 Million% of portfolio
2.79%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
284Shares Held
62.6MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$236 Million10.57% of portfolio
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Forum Financial Management, LP Lombard, IL6.21MShares$170 Million3.44% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$86.4 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO1.65MShares$45.2 Million1.09% of portfolio
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Ritholtz Wealth Management1.42MShares$39 Million1.12% of portfolio