Glass Jacobson Investment Advisors LLC Dimensional ETF Tr Short Durat 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 Short Durat stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 13,402 shares of DFSD stock, worth $637,935. This represents 0.23% of its overall portfolio holdings.
Number of Shares
13,402
Previous 12,136
10.43%
Holding current value
$637,935
Previous $571 Million
10.33%
% of portfolio
0.23%
Previous 0.21%
Shares
6 transactions
Others Institutions Holding DFSD
# of Institutions
251Shares Held
42.9MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$113 Million11.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.18MShares$104 Million1.31% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.9 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$95.2 Million16.24% of portfolio
-
Planning Center, Inc.1.97MShares$93.9 Million16.69% of portfolio