Glass Jacobson Investment Advisors LLC Dimensional ETF Tr Inflation P Transaction History
Glass Jacobson Investment Advisors LLC
- $302 Billion
- Q3 2024
A detailed history of Glass Jacobson Investment Advisors LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 8,548 shares of DFIP stock, worth $345,937. This represents 0.12% of its overall portfolio holdings.
Number of Shares
8,548
Previous 9,635
11.28%
Holding current value
$345,937
Previous $393 Million
8.15%
% of portfolio
0.12%
Previous 0.14%
Shares
6 transactions
Others Institutions Holding DFIP
# of Institutions
115Shares Held
12.5MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.49MShares$141 Million5.09% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO991KShares$40.1 Million13.61% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO803KShares$32.5 Million4.54% of portfolio
-
Planning Center, Inc.744KShares$30.1 Million5.32% of portfolio
-
Geometric Wealth Advisors430KShares$17.4 Million3.51% of portfolio