Glass Jacobson Investment Advisors LLC Dimensional ETF Tr U S Target 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 U S Target stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 37,263 shares of DFAT stock, worth $1.93 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
37,263
Previous 36,336
2.55%
Holding current value
$1.93 Million
Previous $1.9 Billion
6.67%
% of portfolio
0.76%
Previous 0.78%
Shares
5 transactions
Others Institutions Holding DFAT
# of Institutions
630Shares Held
151MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.7MShares$708 Million0.83% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$653 Million7.81% of portfolio
-
Forum Financial Management, LP Lombard, IL9.09MShares$469 Million9.57% of portfolio
-
Index Fund Advisors, Inc.7.73MShares$400 Million23.74% of portfolio
-
Savant Capital, LLC4.82MShares$249 Million3.04% of portfolio