Glass Jacobson Investment Advisors LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 83,522 shares of DISV stock, worth $2.97 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
83,522
Previous 81,748
2.17%
Holding current value
$2.97 Million
Previous $2.17 Billion
26.55%
% of portfolio
1.06%
Previous 0.71%
Shares
9 transactions
Others Institutions Holding DISV
# of Institutions
367Shares Held
79.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$315 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.9MShares$210 Million3.37% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$208 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$112 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$89.5 Million1.18% of portfolio