Glassman Wealth Services Dimensional ETF Tr Transaction History
Glassman Wealth Services
- $593 Million
- Q4 2024
A detailed history of Glassman Wealth Services transactions in Dimensional ETF Tr stock. As of the latest transaction made, Glassman Wealth Services holds 1,710,948 shares of DFAX stock, worth $45.2 Million. This represents 7.17% of its overall portfolio holdings.
Number of Shares
1,710,948
Previous 1,595,865
7.21%
Holding current value
$45.2 Million
Previous $43.1 Million
1.32%
% of portfolio
7.17%
Previous 7.36%
Shares
14 transactions
Others Institutions Holding DFAX
# of Institutions
575Shares Held
242MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$297 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$220 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$200 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$200 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$159 Million0.22% of portfolio