Jessup Wealth Management, Inc Dimensional ETF Tr Transaction History
Jessup Wealth Management, Inc
- $269 Billion
- Q3 2025
A detailed history of Jessup Wealth Management, Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Jessup Wealth Management, Inc holds 12,324 shares of DFAX stock, worth $394,491. This represents 0.14% of its overall portfolio holdings.
Number of Shares
12,324
Previous 12,324
-0.0%
Holding current value
$394,491
Previous $362 Million
6.84%
% of portfolio
0.14%
Previous 0.15%
Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
672Shares Held
258MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$360 Million3.18% of portfolio
-
Alerus Financial Na Grand Forks, ND8.38MShares$268 Million14.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$259 Million0.08% of portfolio
-
Geometric Wealth Advisors7.29MShares$233 Million33.26% of portfolio
-
Allworth Financial LP6.86MShares$220 Million0.98% of portfolio