Glass Jacobson Investment Advisors LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Glass Jacobson Investment Advisors LLC
- $266 Billion
- Q1 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 6,823 shares of DFNM stock, worth $326,753. This represents 0.12% of its overall portfolio holdings.
Number of Shares
6,823
Previous 4,206
62.22%
Holding current value
$326,753
Previous $204 Million
60.83%
% of portfolio
0.12%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding DFNM
# of Institutions
173Shares Held
20.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.66MShares$128 Million3.7% of portfolio
-
Foster Group, Inc.1.26MShares$60.2 Million3.0% of portfolio
-
Geo Wealth Management, LLC Chicago, IL932KShares$44.6 Million1.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO924KShares$44.2 Million0.5% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.2 Million4.9% of portfolio