Glass Jacobson Investment Advisors LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Glass Jacobson Investment Advisors LLC
- $305 Billion
- Q1 2025
A detailed history of Glass Jacobson Investment Advisors LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 8,541 shares of DFNM stock, worth $403,220. This represents 0.13% of its overall portfolio holdings.
Number of Shares
8,541
Previous 8,541
-0.0%
Holding current value
$403,220
Previous $408 Million
-0.0%
% of portfolio
0.13%
Previous 0.13%
Shares
6 transactions
Others Institutions Holding DFNM
# of Institutions
250Shares Held
26.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$129 Million3.62% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.5 Million0.64% of portfolio
-
Foster Group, Inc.1.1MShares$52.1 Million2.05% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.5 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.5 Million1.79% of portfolio