Glass Jacobson Investment Advisors LLC Dimensional ETF Tr Transaction History
Glass Jacobson Investment Advisors LLC
- $302 Billion
- Q3 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 107,258 shares of DFIV stock, worth $4.02 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
107,258
Previous 103,810
3.32%
Holding current value
$4.02 Million
Previous $3.73 Billion
9.47%
% of portfolio
1.35%
Previous 1.36%
Shares
7 transactions
Others Institutions Holding DFIV
# of Institutions
580Shares Held
199MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$727 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$710 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$419 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$310 Million2.39% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$253 Million0.04% of portfolio