Glass Jacobson Investment Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Glass Jacobson Investment Advisors LLC
- $277 Billion
- Q3 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 75,928 shares of DISV stock, worth $2.7 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
75,928
Previous 83,522
9.09%
Holding current value
$2.7 Million
Previous $2.75 Billion
1.41%
% of portfolio
0.98%
Previous 1.06%
Shares
10 transactions
Others Institutions Holding DISV
# of Institutions
377Shares Held
81.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$315 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.91MShares$210 Million3.28% of portfolio
-
Mather Group, Llc. Chicago, IL5.86MShares$209 Million2.13% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$112 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$89.6 Million1.18% of portfolio