Jdh Wealth Management, LLC Dimensional ETF Tr Transaction History
Jdh Wealth Management, LLC
- $141 Billion
- Q3 2025
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 25,368 shares of DFAI stock, worth $940,899. This represents 0.65% of its overall portfolio holdings.
Number of Shares
25,368
Previous 25,368
-0.0%
Holding current value
$940,899
Previous $877 Million
5.15%
% of portfolio
0.65%
Previous 0.67%
Shares
2 transactions
Others Institutions Holding DFAI
# of Institutions
711Shares Held
283MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$598 Million0.73% of portfolio
-
Coldstream Capital Management Inc11.1MShares$411 Million5.61% of portfolio
-
Envestnet Asset Management Inc9.95MShares$369 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC8.18MShares$303 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC8.05MShares$299 Million1.96% of portfolio