Glass Jacobson Investment Advisors LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 55,986 shares of DUHP stock, worth $1.94 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
55,986
Previous 56,893
1.59%
Holding current value
$1.94 Million
Previous $1.94 Billion
2.4%
% of portfolio
0.62%
Previous 0.64%
Shares
8 transactions
Others Institutions Holding DUHP
# of Institutions
388Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.33 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.24 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$283 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$240 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$239 Million4.6% of portfolio