Glass Jacobson Investment Advisors LLC Dimensional ETF Tr Core Fxd In 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 Core Fxd In stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 19,359 shares of DFCF stock, worth $811,142. This represents 0.31% of its overall portfolio holdings.
Number of Shares
19,359
Previous 7,788
148.57%
Holding current value
$811,142
Previous $330 Million
145.93%
% of portfolio
0.31%
Previous 0.13%
Shares
5 transactions
Others Institutions Holding DFCF
# of Institutions
292Shares Held
80.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.9.94MShares$416 Million12.05% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA6.95MShares$291 Million10.95% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.1MShares$130 Million21.55% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.63MShares$110 Million11.04% of portfolio
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Wp Wealth LLP Fort Worth, TX2.27MShares$95.1 Million24.6% of portfolio