Glassman Wealth Services Incresed Positions in Q3 2025

Glassman Wealth Services

  • $708 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
530
+ 0.19%
$567.77 - $614.76 $301K - $326K
283K $173M
FNDX
Schwab Fundamental U S Large C

ETFs
45.2K
+ 0.98%
$24.38 - $26.34 $1.1M - $1.19M
4.67M $123M
VEU
Vanguard Ftse All World Ex Us

ETFs
23.2K
+ 2.14%
$66.38 - $71.68 $1.54M - $1.67M
1.11M $79.2M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
40.6K
+ 2.77%
$36.04 - $38.78 $1.46M - $1.58M
1.51M $58.1M
DFAX
Dimensional ETF Tr
39.6K
+ 2.12%
$29.25 - $31.56 $1.16M - $1.25M
1.91M $59.8M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3.97K
+ 0.48%
$84.28 - $89.46 $335K - $355K
836K $74.4M
VTI
Vanguard Total Stock Market Et

ETFs
7.22K
+ 19.59%
$303.93 - $329.86 $2.19M - $2.38M
44.1K $14.5M
VV
Vanguard Large Cap ETF

ETFs
10K
+ 160.92%
$285.05 - $309.14 $2.86M - $3.11M
16.3K $5.01M
VEA
Vanguard Ftse Developed Market

ETFs
36K
+ 93.49%
$56.02 - $60.3 $2.02M - $2.17M
74.6K $4.47M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
8.43K
+ 28.86%
$68.24 - $73.73 $575K - $621K
37.6K $2.76M
VB
Vanguard Small Cap ETF

ETFs
366
+ 12.02%
$237.58 - $259.17 $87K - $94.9K
3.41K $867K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
932
+ 5.33%
$49.43 - $54.52 $46.1K - $50.8K
18.4K $998K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1
+ 0.0%
$62.09 - $66.51 $62.1 - $66.5
30.4K $1.98M
VT
Vanguard Total World Stk Index

ETFs
524
+ 143.56%
$128.41 - $138.03 $67.3K - $72.3K
889 $122K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.45K
+ 32.45%
$26.38 - $27.95 $64.6K - $68.4K
10K $272K
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.3K
+ 62.1%
$24.46 - $26.5 $56.2K - $60.9K
6K $158K
IEFA
Ishares Tr

ETFs
319
+ 3.78%
$81.7 - $87.53 $26.1K - $27.9K
8.75K $764K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
540
+ 4.26%
$39.8 - $42.86 $21.5K - $23.1K
13.2K $565K
SCHG
Schwab Strategic Tr Us Large C

ETFs
197
+ 1.23%
$28.92 - $32.19 $5.7K - $6.34K
16.2K $516K
DFIC
Dimensional ETF Tr Dimensional

ETFs
476
+ 2.44%
$30.76 - $33.01 $14.6K - $15.7K
20K $654K
VTV
Vanguard Value ETF

ETFs
36
+ 1.37%
$175.51 - $186.57 $6.32K - $6.72K
2.66K $496K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
332
+ 48.97%
$44.14 - $61.05 $14.7K - $20.3K
1.01K $61K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
33
+ 2.82%
$236.25 - $257.69 $7.8K - $8.5K
1.2K $308K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
106
+ 4.13%
$42.67 - $46.91 $4.52K - $4.97K
2.67K $125K
VO
Vanguard Mid Cap ETF

ETFs
2
+ 0.2%
$279.83 - $293.74 $560 - $587
994 $291K
BND
Vanguard Bd Index Fd Inc Total

ETFs
130
+ 5.08%
$72.57 - $74.72 $9.43K - $9.71K
2.69K $199K
HDV
Ishares Core High Dividend ETF

ETFs
4
+ 0.66%
$118.16 - $123.66 $473 - $495
606 $74K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1
+ 0.3%
$79.39 - $90.39 $79.4 - $90.4
330 $29K
DFSI
Dimensional ETF Tr Dimen Intl
2.72K
+ 29.81%
N/A
11.8K $0
Spinnaker ETF Series
651
+ 26.1%
N/A
3.15K $0
FREL
Fidelity Covington Tr Msci Rea

ETFs
1
+ 0.88%
$26.84 - $28.32 $26.8 - $28.3
115 $3K
Ishares Bitcoin Trust ETF
2.73K
+ 18.74%
N/A
17.3K $0
Activity Summary
Buys All Purchases 43 New Holdings 10 Increased Positions 33 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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