Glass Jacobson Investment Advisors LLC Dimensional ETF Tr Transaction History
Glass Jacobson Investment Advisors LLC
- $305 Billion
- Q1 2025
A detailed history of Glass Jacobson Investment Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 27,965 shares of DFAX stock, worth $724,852. This represents 0.23% of its overall portfolio holdings.
Number of Shares
27,965
Previous 27,965
-0.0%
Holding current value
$724,852
Previous $695 Million
-0.0%
% of portfolio
0.23%
Previous 0.23%
Shares
8 transactions
Others Institutions Holding DFAX
# of Institutions
578Shares Held
244MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$291 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$216 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$196 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$196 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$156 Million0.22% of portfolio