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Jamison Private Wealth Management’s Dimensional International Value ETF DFIV Stock Holding History

Jamison Private Wealth Management’s Portfolio DFIV Stock Details DFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-111
Closed – – 272
2024
Q3 		$0 Hold
111
– – ﹤0.01% 460
2024
Q2 		$0 Hold
111
– – ﹤0.01% 452
2024
Q1 		$0 Buy
+111
New +$3.85K ﹤0.01% 484

Other funds holding DFIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Jamison Private Wealth Management sold out of Dimensional International Value ETF (DFIV) in Q4 2024, closing a stake of 111 shares.

Jamison Private Wealth Management first reported a position in DFIV in Q1 2024 and held it in 3 quarters. The position peaked at $0 in Q3 2024. 605 funds tracked by Wall St. Rank hold DFIV as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Dimensional International Value ETF position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 111 Dimensional International Value ETF shares in Q4 2024.
  • Jamison Private Wealth Management first reported a position in Dimensional International Value ETF in Q1 2024 and held it in 3 quarters.
  • Jamison Private Wealth Management's Dimensional International Value ETF position peaked at $0 in Q3 2024.
  • 605 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q4 2024.

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