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 38,328 shares of DFIS stock, worth $1.2 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares
38,328
Previous 38,062 0.7%
Holding current value
$1.2 Million
Previous $1.14 Billion 6.74%
% of portfolio
0.86%
Previous 0.87%

Shares

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

Oct 29, 2025
BUY
$29.65 - $31.77 $7,886 - $8,450
266 Added 0.7%
38,328 $1.21 Billion
Q2 2025

Aug 01, 2025
BUY
$23.2 - $29.84 $16,402 - $21,096
707 Added 1.89%
38,062 $1.14 Billion
Q1 2025

May 02, 2025
BUY
$23.92 - $26.89 $4,712 - $5,297
197 Added 0.53%
37,355 $965 Million
Q4 2024

Jan 22, 2025
BUY
$24.25 - $26.7 $901,081 - $992,118
37,158 New
37,158 $912 Million

Others Institutions Holding DFIS

# of Institutions
287
Shares Held
114M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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