Glass Jacobson Investment Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Glass Jacobson Investment Advisors LLC
- $266 Billion
- Q1 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 75,577 shares of DFAR stock, worth $1.66 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
75,577
Previous 67,345
12.22%
Holding current value
$1.66 Million
Previous $1.53 Billion
10.4%
% of portfolio
0.63%
Previous 0.63%
Shares
5 transactions
Others Institutions Holding DFAR
# of Institutions
197Shares Held
29.7MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC1.99MShares$43.8 Million3.51% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.81MShares$39.8 Million4.06% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.81MShares$39.8 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.74MShares$38.4 Million9.47% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$29.2 Million2.99% of portfolio