Glass Jacobson Investment Advisors LLC Dimensional ETF Tr Transaction History
Glass Jacobson Investment Advisors LLC
- $305 Billion
- Q1 2025
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 213,602 shares of DFAU stock, worth $8.11 Million. This represents 2.84% of its overall portfolio holdings.
Number of Shares
213,602
Previous 213,602
-0.0%
Holding current value
$8.11 Million
Previous $8.65 Billion
-0.0%
% of portfolio
2.84%
Previous 2.84%
Shares
8 transactions
Others Institutions Holding DFAU
# of Institutions
495Shares Held
205MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.95 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$214 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$158 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$138 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$137 Million45.35% of portfolio