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Jamison Private Wealth Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Jamison Private Wealth Management’s Portfolio DFAE Stock Details DFAE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,962
Closed – – 270
2024
Q3 		$0 Hold
2,962
– – ﹤0.01% 458
2024
Q2 		$0 Hold
2,962
– – ﹤0.01% 450
2024
Q1 		$0 Buy
+2,962
New +$71K ﹤0.01% 482

Other funds holding DFAE

EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Jamison Private Wealth Management's DFAE Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q4 2024, closing a stake of 2,962 shares.

Jamison Private Wealth Management first reported a position in DFAE in Q1 2024 and held it in 3 quarters. The position peaked at $0 in Q3 2024. 513 funds tracked by Wall St. Rank hold DFAE as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 2,962 Dimensional Emerging Core Equity Market ETF shares in Q4 2024.
  • Jamison Private Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2024 and held it in 3 quarters.
  • Jamison Private Wealth Management's Dimensional Emerging Core Equity Market ETF position peaked at $0 in Q3 2024.
  • 513 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.