Jdh Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History
Jdh Wealth Management, LLC
- $141 Billion
- Q3 2025
A detailed history of Jdh Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Jdh Wealth Management, LLC holds 225,483 shares of DFUV stock, worth $10.2 Million. This represents 7.15% of its overall portfolio holdings.
Number of Shares
225,483
Previous 227,770
1.0%
Holding current value
$10.2 Million
Previous $9.63 Billion
4.64%
% of portfolio
7.15%
Previous 7.37%
Shares
4 transactions
Others Institutions Holding DFUV
# of Institutions
767Shares Held
246MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.72 Billion2.9% of portfolio
-
Savant Capital, LLC16.4MShares$737 Million4.1% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$650 Million6.31% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$344 Million14.27% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.59MShares$297 Million0.47% of portfolio