Glass Jacobson Investment Advisors LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 61,192 shares of DFIS stock, worth $1.94 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
61,192
Previous 64,044
4.45%
Holding current value
$1.94 Million
Previous $1.57 Billion
16.11%
% of portfolio
0.7%
Previous 0.52%
Shares
9 transactions
Others Institutions Holding DFIS
# of Institutions
275Shares Held
85.4MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.7MShares$594 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$396 Million12.99% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.34MShares$106 Million0.15% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.93MShares$93.1 Million0.36% of portfolio
-
First Citizens Bank & Trust CO2.86MShares$90.7 Million1.31% of portfolio