Glassman Wealth Services Purchases in Q4 2024

Glassman Wealth Services

  • $593 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
53K
+ 4.12%
$33.92 - $36.6 $1.8M - $1.94M
1.34M $46.4M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
11.2K
+ 7.48%
$49.79 - $51.14 $560K - $575K
162K $8.1M
VBR
Vanguard Small Cap Value ETF

ETFs
1.07K
+ 38.75%
$197.36 - $217.3 $211K - $232K
3.83K $758K
IVV
Ishares Core S&P 500 ETF

ETFs
90
+ 1.23%
$570.51 - $610.59 $51.3K - $55K
7.42K $4.37M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.61K
New
$38.37 - $42.82 $100K - $112K
2.61K $100K
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.49K
+ 47.54%
$61.52 - $66.5 $91.7K - $99.2K
4.63K $295K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.05K
+ 697.35%
$75.1 - $82.99 $79.1K - $87.4K
1.2K $91K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.57K
New
$44.87 - $46.86 $70.3K - $73.4K
1.57K $70K
DFAU
Dimensional ETF Tr

ETFs
1.05K
+ 11.92%
$39.27 - $42.38 $41.2K - $44.5K
9.86K $399K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
4.38K
+ 366.47%
$22.01 - $66.82 $96.5K - $293K
5.58K $126K
OEF
Ishares S&P 100 ETF

ETFs
135
New
N/A
135 $35K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
809
+ 80900.0%
$41.09 - $45.94 $33.2K - $37.2K
810 $34K
SCHG
Schwab Strategic Tr Us Large C

ETFs
11.9K
+ 300.65%
$25.93 - $105.3 $310K - $1.26M
15.9K $443K
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.02K
New
$29.77 - $30.19 $30.3K - $30.7K
1.02K $30K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
24
+ 0.4%
$55.58 - $62.6 $1.33K - $1.5K
5.99K $360K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.64K
+ 187.68%
$18.41 - $40.87 $67K - $149K
5.58K $103K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
172
New
$100.38 - $107.86 $17.3K - $18.6K
172 $17K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
188
+ 8.52%
$66.77 - $71.52 $12.6K - $13.4K
2.4K $165K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.26K
+ 239.06%
$26.93 - $84.95 $142K - $447K
7.47K $203K
VTV
Vanguard Value ETF

ETFs
195
+ 6.18%
$168.32 - $181.87 $32.8K - $35.5K
3.35K $567K
ECF
Ellsworth Growth & Income Fund LTD

Financial Services
1.54K
New
$8.96 - $9.99 $13.8K - $15.4K
1.54K $14K
EFG
Msci Eafe Growth ETF

ETFs
128
New
$96.83 - $106.88 $12.4K - $13.7K
128 $12K
QUAL
Ishares Msci Usa Quality Facto

ETFs
40
New
$176.42 - $186.91 $7.06K - $7.48K
40 $7K
IYW
Ishares Dj Us Tech ETF

ETFs
42
New
$148.14 - $166.23 $6.22K - $6.98K
42 $6K
VOE
Vanguard Mid Cap Value Index F

ETFs
35
New
$160.89 - $176.18 $5.63K - $6.17K
35 $5K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
57
+ 8.99%
N/A
691 $59K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
93
New
$55.45 - $61.08 $5.16K - $5.68K
93 $5K
PPA
Invesco Exchange Traded Fd Tr

ETFs
51
New
$113.79 - $124.5 $5.8K - $6.35K
51 $5K
VIS
Vanguard Industrial ETF

ETFs
16
New
$254.39 - $279.7 $4.07K - $4.48K
16 $4K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
35
New
$124.61 - $133.96 $4.36K - $4.69K
35 $4K
FREL
Fidelity Covington Tr Msci Rea

ETFs
112
New
$26.61 - $29.85 $2.98K - $3.34K
112 $3K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
129
New
$26.65 - $29.34 $3.44K - $3.78K
129 $3K
DFIC
Dimensional ETF Tr Dimensional

ETFs
1.35K
+ 9.24%
$25.61 - $28.0 $34.5K - $37.8K
15.9K $412K
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.47K
+ 200.0%
$22.4 - $68.28 $55.3K - $169K
3.7K $85K
IEMG
Ishares Inc

ETFs
20
+ 1.14%
N/A
1.77K $95K
AVLV
American Centy ETF Tr Avantis
10
+ 1.22%
$65.51 - $71.22 $655 - $712
833 $55K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2
+ 0.62%
$84.34 - $95.14 $169 - $190
325 $28K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
3
New
$198.04 - $221.51 $594 - $665
3 $0
FDLO
Fidelity Covington Tr Low Vola

ETFs
11
New
$60.24 - $63.08 $663 - $694
11 $0
SCHA
Schwab Strategic Tr Us Small C

ETFs
650
+ 100.0%
$25.33 - $51.16 $16.5K - $33.3K
1.3K $33K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
930
+ 200.0%
$27.54 - $83.04 $25.6K - $77.2K
1.4K $38K
IFRA
Ishares Tr

ETFs
8
New
$45.94 - $51.71 $368 - $414
8 $0
MUB
Ishares National Muni Bond ETF

ETFs
7
New
$105.78 - $108.7 $740 - $761
7 $0
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
10
New
$22.39 - $23.45 $224 - $235
10 $0
SCHK
Schwab Strategic Tr 1000 Index

ETFs
1
+ 100.0%
$27.45 - $55.56 $27.5 - $55.6
2 $0
UTES
Virtus Reaves Utilities ETF
1.22K
+ 44.42%
N/A
3.96K $0
FNDA
Schwab Fundamental U S Small C

ETFs
205
+ 100.0%
$29.26 - $59.11 $6K - $12.1K
410 $12K
DFSI
Dimensional ETF Tr Dimen Intl
217
+ 7.26%
N/A
3.2K $0
DFSU
Dimensional ETF Tr Dimen Us Su
1.09K
+ 24.91%
N/A
5.44K $0
Activity Summary
Buys All Purchases 63 New Holdings 21 Increased Positions 42 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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