Glass Jacobson Investment Advisors LLC Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 66,509 shares of DFUV stock, worth $2.86 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
66,509
Previous 66,717
0.31%
Holding current value
$2.86 Million
Previous $2.73 Billion
3.0%
% of portfolio
1.08%
Previous 0.9%
Shares
9 transactions
Others Institutions Holding DFUV
# of Institutions
736Shares Held
276MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.2MShares$1.47 Billion3.28% of portfolio
-
Envestnet Asset Management Inc30.5MShares$1.31 Billion0.42% of portfolio
-
Savant Capital, LLC17.3MShares$743 Million5.4% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$620 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.5MShares$452 Million0.73% of portfolio