Jamison Private Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Jamison Private Wealth Management, Inc.
- $657 Billion
- Q3 2024
A detailed history of Jamison Private Wealth Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 2,969 shares of DFIS stock, worth $73,007. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,969
Previous 2,969
-0.0%
Holding current value
$73,007
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DFIS
# of Institutions
195Shares Held
78.5MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp22.2MShares$545 Million0.61% of portfolio
-
Matson Money. Inc.12.3MShares$303 Million11.41% of portfolio
-
Mather Group, Llc. Chicago, IL10.2MShares$250 Million3.52% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.02MShares$98.7 Million0.16% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$64 Million3.04% of portfolio