Glass Jacobson Investment Advisors LLC Dimensional ETF Tr Short Durat Transaction History
Glass Jacobson Investment Advisors LLC
- $260 Billion
- Q2 2025
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 13,278 shares of DFSD stock, worth $641,327. This represents 0.25% of its overall portfolio holdings.
Number of Shares
13,278
Previous 12,862
3.23%
Holding current value
$641,327
Previous $603 Million
5.72%
% of portfolio
0.25%
Previous 0.2%
Shares
9 transactions
Others Institutions Holding DFSD
# of Institutions
371Shares Held
75.7MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.9MShares$188 Million2.67% of portfolio
-
Savant Capital, LLC3.66MShares$177 Million1.15% of portfolio
-
Apella Capital, LLC3.4MShares$164 Million4.64% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.07MShares$148 Million1.76% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.58MShares$125 Million10.42% of portfolio