Glass Jacobson Investment Advisors LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Glass Jacobson Investment Advisors LLC
- $305 Billion
- Q1 2025
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 8,541 shares of DFNM stock, worth $403,903. This represents 0.13% of its overall portfolio holdings.
Number of Shares
8,541
Previous 8,541
-0.0%
Holding current value
$403,903
Previous $408 Million
-0.0%
% of portfolio
0.13%
Previous 0.13%
Shares
6 transactions
Others Institutions Holding DFNM
# of Institutions
251Shares Held
28.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$129 Million3.62% of portfolio
-
Foster Group, Inc.1.5MShares$71.1 Million2.55% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.6 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.6 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.6 Million1.79% of portfolio