Jmg Financial Group, Ltd. Dimensional ETF Tr Dimensional Transaction History
Jmg Financial Group, Ltd.
- $2.83 Billion
- Q4 2024
A detailed history of Jmg Financial Group, Ltd. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Jmg Financial Group, Ltd. holds 3,504,084 shares of DFIC stock, worth $98.9 Million. This represents 3.2% of its overall portfolio holdings.
Number of Shares
3,504,084
Previous 2,863,333
22.38%
Holding current value
$98.9 Million
Previous $80.6 Million
12.42%
% of portfolio
3.2%
Previous 2.85%
Shares
9 transactions
Others Institutions Holding DFIC
# of Institutions
443Shares Held
266MCall Options Held
5.9KPut Options Held
0-
Envestnet Asset Management Inc29.5MShares$831 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$773 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16.4MShares$461 Million8.36% of portfolio
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Evensky & Katz LLC6.13MShares$173 Million10.37% of portfolio
-
Rw Investment Management LLC Eagle, ID4.92MShares$139 Million15.48% of portfolio