Glass Jacobson Investment Advisors LLC Dimensional ETF Tr Us Marketwi Transaction History
Glass Jacobson Investment Advisors LLC
- $305 Billion
- Q4 2024
A detailed history of Glass Jacobson Investment Advisors LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 66,717 shares of DFUV stock, worth $2.78 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
66,717
Previous 67,227
0.76%
Holding current value
$2.78 Million
Previous $2.8 Billion
2.59%
% of portfolio
0.9%
Previous 0.93%
Shares
8 transactions
Others Institutions Holding DFUV
# of Institutions
708Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.41 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.31 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$750 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$602 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$448 Million0.67% of portfolio