Glassman Wealth Services Incresed Positions in Q1 2025

Glassman Wealth Services

  • $596 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEU
Vanguard Ftse All World Ex Us

ETFs
68.5K
+ 6.96%
$56.51 - $62.98 $3.87M - $4.32M
1.05M $63.9M
DFAX
Dimensional ETF Tr
77.7K
+ 4.54%
$24.45 - $27.2 $1.9M - $2.11M
1.79M $46.9M
IVV
Ishares Core S&P 500 ETF

ETFs
2.6K
+ 35.05%
$554.06 - $615.85 $1.44M - $1.6M
10K $5.63M
VEA
Vanguard Ftse Developed Market

ETFs
21.8K
+ 137.41%
$47.4 - $52.99 $1.03M - $1.15M
37.7K $1.91M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
22.2K
+ 2.82%
$78.0 - $84.37 $1.73M - $1.88M
810K $64.7M
IEMG
Ishares Inc

ETFs
16.7K
+ 943.2%
N/A
18.5K $992K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11.7K
+ 198.3%
$42.5 - $46.71 $497K - $546K
17.6K $796K
VTI
Vanguard Total Stock Market Et

ETFs
3.68K
+ 11.13%
$271.18 - $303.12 $997K - $1.11M
36.7K $10.1M
FNDX
Schwab Fundamental U S Large C

ETFs
31.9K
+ 0.71%
$23.03 - $25.01 $736K - $799K
4.55M $107M
IEFA
Ishares Tr

ETFs
4.76K
+ 153.95%
$69.57 - $78.65 $331K - $374K
7.85K $594K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
7
+ 0.02%
$58.01 - $64.46 $406 - $451
29.2K $1.81M
VNQ
Vanguard Specialized Funds Van

ETFs
919
+ 69.67%
$85.55 - $94.34 $78.6K - $86.7K
2.24K $202K
IWM
Ishares Russell 2000 ETF

ETFs
432
+ 54.89%
$198.1 - $229.79 $85.6K - $99.3K
1.22K $243K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
678
+ 5650.0%
$62.72 - $71.92 $42.5K - $48.8K
690 $43K
IVE
Ishares S&P 500 Value ETF

ETFs
190
+ 4.45%
$185.78 - $198.58 $35.3K - $37.7K
4.46K $850K
EFA
Ishares Tr Msci Eafe ETF

ETFs
263
+ 21.84%
$74.85 - $84.89 $19.7K - $22.3K
1.47K $119K
VOE
Vanguard Mid Cap Value Index F

ETFs
166
+ 474.29%
$156.61 - $168.02 $26K - $27.9K
201 $32K
AIA
Ishares S&P Asia 50 ETF

ETFs
257
+ 40.47%
$65.86 - $77.42 $16.9K - $19.9K
892 $64K
IWD
Ishares Russell 1000 Val ETF

ETFs
48
+ 1.54%
$182.82 - $196.21 $8.78K - $9.42K
3.16K $594K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
417
+ 15.95%
$37.07 - $40.63 $15.5K - $16.9K
3.03K $119K
DFAT
Dimensional ETF Tr U S Target

ETFs
483
+ 23.52%
$50.44 - $58.1 $24.4K - $28.1K
2.54K $130K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
67
+ 0.85%
$27.47 - $30.62 $1.84K - $2.05K
7.98K $235K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
81
+ 1.08%
$27.01 - $28.54 $2.19K - $2.31K
7.55K $211K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
36
+ 2.01%
$59.28 - $66.1 $2.13K - $2.38K
1.83K $116K
BND
Vanguard Bd Index Fd Inc Total

ETFs
40
+ 1.59%
$71.17 - $73.66 $2.85K - $2.95K
2.55K $187K
VIG
Vanguard Dividend Appreciation

ETFs
37
+ 2.29%
N/A
1.65K $301K
HDV
Ishares Core High Dividend ETF

ETFs
4
+ 0.67%
$110.86 - $121.12 $443 - $484
597 $72K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
31
+ 134.78%
$95.85 - $99.25 $2.97K - $3.08K
54 $5K
EFG
Msci Eafe Growth ETF

ETFs
5
+ 3.91%
$96.1 - $106.37 $481 - $532
133 $13K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
12
+ 66.67%
$91.45 - $100.11 $1.1K - $1.2K
30 $2K
VV
Vanguard Large Cap ETF

ETFs
295
+ 4.93%
$253.32 - $282.66 $74.7K - $83.4K
6.28K $1.61M
DFSI
Dimensional ETF Tr Dimen Intl
818
+ 25.53%
N/A
4.02K $0
FREL
Fidelity Covington Tr Msci Rea

ETFs
1
+ 0.89%
$25.98 - $28.59 $26 - $28.6
113 $3K
DFSU
Dimensional ETF Tr Dimen Us Su
1.9K
+ 34.96%
N/A
7.34K $0
IWP
Ishares Russell Mid Cap Growth

ETFs
22
+ 4.45%
$114.9 - $139.6 $2.53K - $3.07K
516 $60K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2
+ 0.62%
$77.33 - $90.16 $155 - $180
327 $25K
IWS
Ishares Russell Midcap Value E

ETFs
23
+ 1.28%
$122.59 - $135.24 $2.82K - $3.11K
1.82K $229K
VO
Vanguard Mid Cap ETF

ETFs
3
+ 0.25%
$251.87 - $277.95 $756 - $834
1.18K $305K
DFUS
Dimensional ETF Tr U S Equity

ETFs
116
+ 2.51%
$59.61 - $66.71 $6.91K - $7.74K
4.74K $286K
IWR
Ishares Russell Mid Cap ETF

ETFs
52
+ 0.62%
$82.81 - $92.93 $4.31K - $4.83K
8.45K $718K
FDN
First Tr Fd Dow Jones

ETFs
64
+ 3.31%
$221.38 - $266.86 $14.2K - $17.1K
2K $444K
SCHG
Schwab Strategic Tr Us Large C

ETFs
62
+ 0.39%
$24.91 - $29.02 $1.54K - $1.8K
16K $400K
IWF
Ishares Russell 1000 Gr ETF

ETFs
249
+ 5.54%
$360.07 - $417.26 $89.7K - $104K
4.74K $1.71M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
44K
+ 3.28%
$32.42 - $36.13 $1.43M - $1.59M
1.38M $45.6M
Activity Summary
Buys All Purchases 88 New Holdings 43 Increased Positions 45 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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