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 $10.2 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
382,538
Previous 380,580
0.51%
Holding current value
$10.2 Million
Previous $10.7 Million
6.49%
% of portfolio
1.3%
Previous 1.38%
Shares
6 transactions
Others Institutions Holding DFEM
# of Institutions
418Shares Held
1.16BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$27.1 Billion1.6% of portfolio
-
Forum Financial Management, LP Lombard, IL16.3MShares$434 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$157 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$137 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$126 Million3.4% of portfolio