Glass Jacobson Investment Advisors LLC Dimensional ETF Tr Transaction History
Glass Jacobson Investment Advisors LLC
- $305 Billion
- Q1 2025
A detailed history of Glass Jacobson Investment Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 198,796 shares of DFAI stock, worth $6.43 Million. This represents 1.91% of its overall portfolio holdings.
Number of Shares
198,796
Previous 198,796
-0.0%
Holding current value
$6.43 Million
Previous $5.8 Billion
-0.0%
% of portfolio
1.91%
Previous 1.91%
Shares
8 transactions
Others Institutions Holding DFAI
# of Institutions
630Shares Held
235MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.04 Billion6.3% of portfolio
-
Envestnet Asset Management Inc7.43MShares$241 Million0.08% of portfolio
-
Sym Financial Corp6.65MShares$215 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$194 Million0.01% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$185 Million18.44% of portfolio