Glass Jacobson Investment Advisors LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 190,649 shares of DFAU stock, worth $7.23 Million. This represents 2.62% of its overall portfolio holdings.
Number of Shares
190,649
Previous 204,438
6.74%
Holding current value
$7.23 Million
Previous $6.8 Billion
2.48%
% of portfolio
2.62%
Previous 2.77%
Shares
5 transactions
Others Institutions Holding DFAU
# of Institutions
386Shares Held
95.3MCall Options Held
0Put Options Held
0-
Modera Wealth Management, LLC4.18MShares$158 Million2.33% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$157 Million5.04% of portfolio
-
Sequoia Financial Advisors, LLC3.67MShares$139 Million1.68% of portfolio
-
Aquire Wealth Advisors, LLC3.23MShares$122 Million41.25% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.67MShares$101 Million25.27% of portfolio