Glass Jacobson Investment Advisors LLC Dimensional ETF Tr Transaction History
Glass Jacobson Investment Advisors LLC
- $260 Billion
- Q2 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 156,255 shares of DFAU stock, worth $7.22 Million. This represents 2.55% of its overall portfolio holdings.
Number of Shares
156,255
Previous 213,602
26.85%
Holding current value
$7.22 Million
Previous $8.65 Billion
23.47%
% of portfolio
2.55%
Previous 2.84%
Shares
9 transactions
Others Institutions Holding DFAU
# of Institutions
531Shares Held
139MCall Options Held
58.3KPut Options Held
0-
Rvw Wealth, LLC4.33MShares$200 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$192 Million5.04% of portfolio
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Allworth Financial LP3.81MShares$176 Million0.8% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$174 Million1.91% of portfolio
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Modera Wealth Management, LLC3.47MShares$160 Million1.86% of portfolio