Glass Jacobson Investment Advisors LLC Dimensional ETF Tr Short Durat Transaction History
Glass Jacobson Investment Advisors LLC
- $305 Billion
- Q4 2024
A detailed history of Glass Jacobson Investment Advisors LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 12,862 shares of DFSD stock, worth $607,986. This represents 0.2% of its overall portfolio holdings.
Number of Shares
12,862
Previous 13,397
3.99%
Holding current value
$607,986
Previous $640 Million
5.73%
% of portfolio
0.2%
Previous 0.21%
Shares
8 transactions
Others Institutions Holding DFSD
# of Institutions
320Shares Held
64.1MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$197 Million1.31% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$128 Million1.54% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$122 Million11.2% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.2 Million1.09% of portfolio