Glass Jacobson Investment Advisors LLC Dimensional ETF Tr Transaction History
Glass Jacobson Investment Advisors LLC
- $266 Billion
- Q1 2024
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 36,276 shares of DFAX stock, worth $938,097. This represents 0.35% of its overall portfolio holdings.
Number of Shares
36,276
Previous 37,459
3.16%
Holding current value
$938,097
Previous $915 Million
0.89%
% of portfolio
0.35%
Previous 0.37%
Shares
5 transactions
Others Institutions Holding DFAX
# of Institutions
471Shares Held
211MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.5MShares$298 Million3.33% of portfolio
-
Envestnet Asset Management Inc11MShares$284 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.42MShares$192 Million0.1% of portfolio
-
Geometric Wealth Advisors6.44MShares$167 Million39.35% of portfolio
-
Commonwealth Equity Services, LLC5.73MShares$148 Million0.24% of portfolio