Glass Jacobson Investment Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Glass Jacobson Investment Advisors LLC
- $305 Billion
- Q4 2024
A detailed history of Glass Jacobson Investment Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 17,324 shares of DFIC stock, worth $479,528. This represents 0.15% of its overall portfolio holdings.
Number of Shares
17,324
Previous 21,857
20.74%
Holding current value
$479,528
Previous $615 Million
27.2%
% of portfolio
0.15%
Previous 0.2%
Shares
7 transactions
Others Institutions Holding DFIC
# of Institutions
436Shares Held
2.28BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$815 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO27.4MShares$759 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16MShares$442 Million8.32% of portfolio
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Evensky & Katz LLC6.13MShares$170 Million10.37% of portfolio