Glassman Wealth Services Incresed Positions 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
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
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
VUG
Vanguard Growth ETF

ETFs
27
+ 2.34%
$378.79 - $428.11 $10.2K - $11.6K
1.18K $484K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
809
+ 80900.0%
$41.09 - $45.94 $33.2K - $37.2K
810 $34K
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
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.26K
+ 239.06%
$26.93 - $84.95 $142K - $447K
7.47K $203K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
188
+ 8.52%
$66.77 - $71.52 $12.6K - $13.4K
2.4K $165K
VTV
Vanguard Value ETF

ETFs
195
+ 6.18%
$168.32 - $181.87 $32.8K - $35.5K
3.35K $567K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
57
+ 8.99%
N/A
691 $59K
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.47K
+ 200.0%
$22.4 - $68.28 $55.3K - $169K
3.7K $85K
DFIC
Dimensional ETF Tr Dimensional

ETFs
1.35K
+ 9.24%
$25.61 - $28.0 $34.5K - $37.8K
15.9K $412K
AVLV
American Centy ETF Tr Avantis
10
+ 1.22%
$65.51 - $71.22 $655 - $712
833 $55K
IEMG
Ishares Inc

ETFs
20
+ 1.14%
N/A
1.77K $95K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2
+ 0.62%
$84.34 - $95.14 $169 - $190
325 $28K
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
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
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
SCHK
Schwab Strategic Tr 1000 Index

ETFs
1
+ 100.0%
$27.45 - $55.56 $27.5 - $55.6
2 $0
HDV
Ishares Core High Dividend ETF

ETFs
6
+ 1.02%
$110.82 - $121.28 $665 - $728
593 $66K
BND
Vanguard Bd Index Fd Inc Total

ETFs
39
+ 1.58%
$71.75 - $75.11 $2.8K - $2.93K
2.51K $180K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
48
+ 1.75%
$26.63 - $30.23 $1.28K - $1.45K
2.79K $74K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
7
+ 0.39%
$60.13 - $67.31 $421 - $471
1.79K $108K
IEFA
Ishares Tr

ETFs
22
+ 0.72%
$70.06 - $77.43 $1.54K - $1.7K
3.09K $217K
VEA
Vanguard Ftse Developed Market

ETFs
848
+ 5.65%
$47.57 - $52.44 $40.3K - $44.5K
15.9K $758K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
203
+ 1.53%
$34.13 - $37.35 $6.93K - $7.58K
13.5K $460K
SCHV
Schwab Strategic Tr Us Large C

ETFs
142K
+ 201.86%
$25.79 - $80.4 $3.67M - $11.4M
213K $5.55M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
40
+ 0.14%
$58.88 - $64.8 $2.36K - $2.59K
29.2K $1.72M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
18.5K
+ 2.4%
$80.93 - $85.66 $1.5M - $1.58M
787K $63.7M
DFAX
Dimensional ETF Tr
115K
+ 7.21%
$24.76 - $27.04 $2.85M - $3.11M
1.71M $42.5M
FNDX
Schwab Fundamental U S Large C

ETFs
3.01M
+ 200.85%
$23.49 - $71.77 $70.8M - $216M
4.51M $107M
VEU
Vanguard Ftse All World Ex Us

ETFs
69.1K
+ 7.54%
$57.29 - $63.1 $3.96M - $4.36M
985K $56.5M
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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