Glass Jacobson Investment Advisors LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 21,857 shares of DFIC stock, worth $575,931. This represents 0.2% of its overall portfolio holdings.
Number of Shares
21,857
Previous 15,661
39.56%
Holding current value
$575,931
Previous $412 Million
49.39%
% of portfolio
0.2%
Previous 0.15%
Shares
6 transactions
Others Institutions Holding DFIC
# of Institutions
362Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$711 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$678 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$416 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$155 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$128 Million17.02% of portfolio