Jamison Private Wealth Management, Inc. Dimensional ETF Tr 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 stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 111 shares of DFIV stock, worth $4,062. This represents 0.0% of its overall portfolio holdings.
Number of Shares
111
Previous 111
-0.0%
Holding current value
$4,062
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
511Shares Held
169MCall Options Held
400Put Options Held
0-
Mercer Global Advisors Inc Denver, CO14.8MShares$543 Million1.55% of portfolio
-
Envestnet Asset Management Inc12.8MShares$469 Million0.18% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.3MShares$413 Million4.71% of portfolio
-
Northern Trust Corp Chicago, IL6.52MShares$239 Million0.04% of portfolio
-
Savant Capital, LLC6.3MShares$231 Million2.68% of portfolio