Glass Jacobson Investment Advisors LLC Dimensional ETF Tr Transaction History
Glass Jacobson Investment Advisors LLC
- $275 Billion
- Q2 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 103,810 shares of DFIV stock, worth $3.93 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
103,810
Previous 98,138
5.78%
Holding current value
$3.93 Million
Previous $3.61 Billion
3.45%
% of portfolio
1.36%
Previous 1.35%
Shares
6 transactions
Others Institutions Holding DFIV
# of Institutions
528Shares Held
184MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$633 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$555 Million0.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$423 Million4.47% of portfolio
-
Savant Capital, LLC7.26MShares$275 Million2.57% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$254 Million0.04% of portfolio