Glassy Mountain Advisors, Inc. Dimensional ETF Tr Transaction History
Glassy Mountain Advisors, Inc.
- $275 Million
- Q1 2025
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 698,668 shares of DFAX stock, worth $20.5 Million. This represents 6.67% of its overall portfolio holdings.
Number of Shares
698,668
Previous 680,404
2.68%
Holding current value
$20.5 Million
Previous $16.9 Million
8.22%
% of portfolio
6.67%
Previous 5.9%
Shares
8 transactions
Others Institutions Holding DFAX
# of Institutions
607Shares Held
248MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$330 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$233 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$230 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$226 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$169 Million4.32% of portfolio