Glass Jacobson Investment Advisors LLC Dimensional ETF Tr Us Marketwi Transaction History
Glass Jacobson Investment Advisors LLC
- $275 Billion
- Q2 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 68,115 shares of DFUV stock, worth $2.83 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
68,115
Previous 68,693
0.84%
Holding current value
$2.83 Million
Previous $2.81 Billion
4.79%
% of portfolio
0.97%
Previous 1.06%
Shares
6 transactions
Others Institutions Holding DFUV
# of Institutions
617Shares Held
255MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO29MShares$1.2 Billion2.88% of portfolio
-
Envestnet Asset Management Inc27.1MShares$1.13 Billion0.38% of portfolio
-
Savant Capital, LLC18.4MShares$762 Million7.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$599 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$454 Million0.76% of portfolio