Jgp Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History
Jgp Wealth Management, LLC
- $771 Million
- Q4 2024
A detailed history of Jgp Wealth Management, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 382,538 shares of DFEM stock, worth $10.1 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
382,538
Previous 380,580
0.51%
Holding current value
$10.1 Million
Previous $10.7 Million
6.49%
% of portfolio
1.3%
Previous 1.38%
Shares
6 transactions
Others Institutions Holding DFEM
# of Institutions
372Shares Held
1.15BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$26.9 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL15.6MShares$412 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$153 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$117 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$106 Million0.16% of portfolio