Glass Jacobson Investment Advisors LLC Dimensional ETF Tr U S Target 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 U S Target stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 36,857 shares of DFAT stock, worth $2.23 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
36,857
Previous 37,899
2.75%
Holding current value
$2.23 Million
Previous $1.97 Billion
4.3%
% of portfolio
0.68%
Previous 0.72%
Shares
7 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$857 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$753 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$532 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$446 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$314 Million2.46% of portfolio