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 110,292 shares of DFIV stock, worth $4.77 Million. This represents 1.82% of its overall portfolio holdings.
Number of Shares
110,292
Previous 107,364
2.73%
Holding current value
$4.77 Million
Previous $3.81 Billion
24.01%
% of portfolio
1.82%
Previous 1.25%
Shares
9 transactions
Others Institutions Holding DFIV
# of Institutions
714Shares Held
231MCall Options Held
1.8KPut Options Held
200-
Envestnet Asset Management Inc20MShares$867 Million0.26% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.1MShares$827 Million1.75% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$483 Million4.47% of portfolio
-
Savant Capital, LLC8.49MShares$367 Million2.53% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.29MShares$316 Million0.15% of portfolio