Glass Jacobson Investment Advisors LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 36,839 shares of DFAX stock, worth $943,446. This represents 0.33% of its overall portfolio holdings.
Number of Shares
36,839
Previous 36,633
0.56%
Holding current value
$943,446
Previous $931 Million
6.85%
% of portfolio
0.33%
Previous 0.34%
Shares
7 transactions
Others Institutions Holding DFAX
# of Institutions
518Shares Held
226MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$288 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$233 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$192 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$184 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$146 Million0.23% of portfolio