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 5,974 shares of DFAX stock, worth $188,419. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,974
Previous 27,965
78.64%
Holding current value
$188,419
Previous $695 Million
74.76%
% of portfolio
0.07%
Previous 0.23%
Shares
9 transactions
Others Institutions Holding DFAX
# of Institutions
654Shares Held
254MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$354 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.02MShares$253 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.62MShares$240 Million0.07% of portfolio
-
Geometric Wealth Advisors7MShares$221 Million33.48% of portfolio
-
Allworth Financial LP6.28MShares$198 Million0.92% of portfolio