Glassman Wealth Services Purchases in Q2 2025

Glassman Wealth Services

  • $650 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
175
+ 0.06%
$456.74 - $568.03 $79.9K - $99.4K
282K $160M
VEU
Vanguard Ftse All World Ex Us

ETFs
33.6K
+ 3.19%
$54.19 - $67.22 $1.82M - $2.26M
1.09M $73.1M
DFAX
Dimensional ETF Tr
77.1K
+ 4.31%
$23.37 - $29.39 $1.8M - $2.27M
1.87M $54.8M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
81.7K
+ 5.9%
$29.12 - $35.84 $2.38M - $2.93M
1.47M $52.5M
FNDX
Schwab Fundamental U S Large C

ETFs
74.5K
+ 1.64%
$20.84 - $24.54 $1.55M - $1.83M
4.62M $113M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
22.5K
+ 2.77%
$71.28 - $83.74 $1.6M - $1.88M
832K $69.7M
VTI
Vanguard Total Stock Market Et

ETFs
130
+ 0.35%
$243.75 - $303.93 $31.7K - $39.5K
36.9K $11.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
414
+ 3.29%
$496.48 - $617.85 $206K - $256K
13K $8.04M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.96K
+ 5698.08%
$219.76 - $276.94 $651K - $821K
3.02K $834K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
726
+ 3.42%
$40.51 - $71.03 $29.4K - $51.6K
22K $1.54M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
11.3K
+ 201.95%
$19.1 - $23.83 $215K - $268K
16.8K $401K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
18
+ 0.06%
$55.54 - $69.09 $1K - $1.24K
29.2K $2.02M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.03K
+ 46.27%
$60.34 - $74.89 $123K - $152K
6.43K $481K
DFIC
Dimensional ETF Tr Dimensional

ETFs
3.54K
+ 22.22%
$24.94 - $31.15 $88.4K - $110K
19.5K $606K
IEFA
Ishares Tr

ETFs
583
+ 7.42%
$67.83 - $84.09 $39.5K - $49K
8.44K $704K
GVI
Ishares Tr

ETFs
1.04K
New
$104.82 - $106.79 $109K - $111K
1.04K $110K
IEMG
Ishares Inc

ETFs
704
+ 3.81%
N/A
19.2K $1.03M
URNM
Sprott Fds Tr Uranium Miners E

ETFs
678
New
$28.15 - $47.93 $19.1K - $32.5K
678 $32K
GTEK
Goldman Sachs ETF Tr Future Te

ETFs
761
+ 128.33%
$25.78 - $36.08 $19.6K - $27.5K
1.35K $48K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
256
+ 6400.0%
$86.93 - $109.64 $22.3K - $28.1K
260 $28K
AVDE
American Centy ETF Tr Avantis

ETFs
336
New
$59.32 - $74.36 $19.9K - $25K
336 $24K
DFAE
Dimensional ETF Tr

ETFs
350
+ 26.12%
$22.87 - $28.95 $8K - $10.1K
1.69K $48K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2
+ 0.14%
$72.96 - $90.39 $146 - $181
1.47K $131K
PBW
Invesco Exchange Traded Fd Tr

ETFs
572
New
$13.42 - $20.22 $7.68K - $11.6K
572 $11K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
202
New
$51.68 - $52.76 $10.4K - $10.7K
202 $10K
VT
Vanguard Total World Stk Index

ETFs
49
+ 15.51%
$103.16 - $128.52 $5.05K - $6.3K
365 $46K
AVEM
American Centy ETF Tr Avantis

ETFs
120
New
$53.08 - $68.54 $6.37K - $8.22K
120 $8K
VTWO
Vanguard Russell 2000 ETF

ETFs
20
+ 16.0%
$70.56 - $87.22 $1.41K - $1.74K
145 $12K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
39
New
$51.1 - $53.29 $1.99K - $2.08K
39 $2K
BND
Vanguard Bd Index Fd Inc Total

ETFs
8
+ 0.31%
$72.02 - $73.82 $576 - $591
2.56K $188K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2
+ 0.61%
$67.03 - $80.35 $134 - $161
329 $26K
UTES
Virtus Reaves Utilities ETF
695
+ 17.56%
N/A
4.65K $0
Ishares Bitcoin Trust ETF
130
+ 0.9%
N/A
14.6K $0
Spinnaker ETF Series
2.49K
New
N/A
2.49K $0
Ab Active Etfs Inc
296
New
N/A
296 $0
FREL
Fidelity Covington Tr Msci Rea

ETFs
1
+ 0.88%
$24.18 - $27.61 $24.2 - $27.6
114 $3K
DFSI
Dimensional ETF Tr Dimen Intl
5.09K
+ 126.5%
N/A
9.11K $0
DFSU
Dimensional ETF Tr Dimen Us Su
4.04K
+ 54.99%
N/A
11.4K $0
Investment Managers Ser Tr I
300
New
N/A
300 $0
HDV
Ishares Core High Dividend ETF

ETFs
5
+ 0.84%
$108.41 - $120.51 $542 - $603
602 $70K
XLE
Energy Sector Spdr

ETFs
56
+ 5.58%
$76.44 - $94.13 $4.28K - $5.27K
1.06K $89K
Activity Summary
Buys All Purchases 42 New Holdings 10 Increased Positions 32 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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