Glass Jacobson Investment Advisors LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 56,893 shares of DUHP stock, worth $1.99 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
56,893
Previous 54,092
5.18%
Holding current value
$1.99 Million
Previous $1.73 Billion
12.02%
% of portfolio
0.64%
Previous 0.63%
Shares
7 transactions
Others Institutions Holding DUHP
# of Institutions
367Shares Held
216MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.32 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.29 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$292 Million12.03% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$242 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$239 Million4.45% of portfolio