Glass Jacobson Investment Advisors LLC Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 67,227 shares of DFUV stock, worth $2.75 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
67,227
Previous 68,115
1.3%
Holding current value
$2.75 Million
Previous $2.67 Billion
4.78%
% of portfolio
0.93%
Previous 0.97%
Shares
7 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.44 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.35 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$757 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$590 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$445 Million0.65% of portfolio