Glassy Mountain Advisors, Inc. Dimensional ETF Tr Transaction History
Glassy Mountain Advisors, Inc.
- $266 Million
- Q1 2024
A detailed history of Glassy Mountain Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Glassy Mountain Advisors, Inc. holds 632,113 shares of DFAX stock, worth $16.4 Million. This represents 6.05% of its overall portfolio holdings.
Number of Shares
632,113
Previous 606,238
4.27%
Holding current value
$16.4 Million
Previous $14.8 Million
8.62%
% of portfolio
6.05%
Previous 6.11%
Shares
4 transactions
Others Institutions Holding DFAX
# of Institutions
470Shares Held
211MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.5MShares$299 Million3.33% of portfolio
-
Envestnet Asset Management Inc11MShares$285 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.42MShares$192 Million0.1% of portfolio
-
Geometric Wealth Advisors6.44MShares$167 Million39.35% of portfolio
-
Commonwealth Equity Services, LLC5.73MShares$149 Million0.24% of portfolio