Jpl Wealth Management, LLC Dimensional ETF Tr Transaction History
Jpl Wealth Management, LLC
- $204 Billion
- Q2 2024
A detailed history of Jpl Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Jpl Wealth Management, LLC holds 63,576 shares of DFAI stock, worth $1.94 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
63,576
Previous 54,810
15.99%
Holding current value
$1.94 Million
Previous $1.66 Billion
13.88%
% of portfolio
0.92%
Previous 0.91%
Shares
2 transactions
Others Institutions Holding DFAI
# of Institutions
526Shares Held
163MCall Options Held
400Put Options Held
0-
Sym Financial Corp6.24MShares$190 Million29.57% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.47MShares$167 Million18.48% of portfolio
-
Bank Of America Corp Charlotte, NC5.11MShares$156 Million0.01% of portfolio
-
Northern Trust Corp Chicago, IL4.24MShares$130 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.14MShares$126 Million0.22% of portfolio