Jamison Private Wealth Management, Inc. Dimensional ETF Tr 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 stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 111 shares of DFIV stock, worth $4,012. This represents 0.0% of its overall portfolio holdings.
Number of Shares
111
Previous 111
-0.0%
Holding current value
$4,012
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
560Shares Held
193MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$701 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$685 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$404 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$280 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$244 Million0.04% of portfolio