Glass Jacobson Investment Advisors LLC Dimensional ETF Tr Natl Mun Bd 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 Natl Mun Bd stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 7,967 shares of DFNM stock, worth $379,627. This represents 0.13% of its overall portfolio holdings.
Number of Shares
7,967
Previous 7,395
7.73%
Holding current value
$379,627
Previous $353 Million
9.47%
% of portfolio
0.13%
Previous 0.13%
Shares
5 transactions
Others Institutions Holding DFNM
# of Institutions
204Shares Held
22.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$124 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$56.9 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$45.7 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.9 Million4.9% of portfolio