Glass Jacobson Investment Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Glass Jacobson Investment Advisors LLC
- $275 Billion
- Q2 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 15,661 shares of DFIC stock, worth $436,785. This represents 0.15% of its overall portfolio holdings.
Number of Shares
15,661
Previous 11,100
41.09%
Holding current value
$436,785
Previous $297 Million
38.66%
% of portfolio
0.15%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
343Shares Held
221MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$663 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$651 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.3MShares$425 Million8.27% of portfolio
-
Evensky & Katz LLC5.74MShares$160 Million10.51% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$131 Million16.75% of portfolio