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 67,540 shares of DUHP stock, worth $2.49 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
67,540
Previous 55,986
20.64%
Holding current value
$2.49 Million
Previous $1.89 Billion
26.96%
% of portfolio
0.93%
Previous 0.62%
Shares
9 transactions
Others Institutions Holding DUHP
# of Institutions
449Shares Held
239MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.4 Billion2.93% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.35 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$300 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$264 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$260 Million15.92% of portfolio