Jamison Private Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Jamison Private Wealth Management, Inc.
- $602 Billion
- Q2 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 $76,867. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,969
Previous 2,969
-0.0%
Holding current value
$76,867
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DFIS
# of Institutions
184Shares Held
61.4MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp21.4MShares$554 Million0.61% of portfolio
-
Mather Group, Llc. Chicago, IL6.52MShares$169 Million1.96% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.14MShares$107 Million0.18% of portfolio
-
Savant Capital, LLC2.61MShares$67.6 Million0.63% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$67.4 Million3.04% of portfolio