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 128,471 shares of DISV stock, worth $4.61 Million. This represents 3.25% of its overall portfolio holdings.

Number of Shares
128,471
Previous 130,029 1.2%
Holding current value
$4.61 Million
Previous $4.28 Billion 7.15%
% of portfolio
3.25%
Previous 3.28%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
SELL
$32.78 - $35.79 $51,071 - $55,760
-1,558 Reduced 1.2%
128,471 $4.59 Billion
Q2 2025

Aug 01, 2025
BUY
$25.93 - $32.91 $205,261 - $260,515
7,916 Added 6.48%
130,029 $4.28 Billion
Q1 2025

May 02, 2025
BUY
$26.09 - $30.21 $64,572 - $74,769
2,475 Added 2.07%
122,113 $3.56 Billion
Q4 2024

Jan 22, 2025
BUY
$26.18 - $28.77 $3.13 Million - $3.44 Million
119,638 New
119,638 $3.18 Billion

Others Institutions Holding DISV

# of Institutions
391
Shares Held
81.8M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
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