Glass Jacobson Investment Advisors LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Glass Jacobson Investment Advisors LLC
- $277 Billion
- Q3 2025
A detailed history of Glass Jacobson Investment Advisors LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 9,965 shares of DFNM stock, worth $480,412. This represents 0.17% of its overall portfolio holdings.
Number of Shares
9,965
Previous 8,840
12.73%
Holding current value
$480,412
Previous $419 Million
14.03%
% of portfolio
0.17%
Previous 0.16%
Shares
8 transactions
Others Institutions Holding DFNM
# of Institutions
262Shares Held
29.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.86MShares$138 Million3.28% of portfolio
-
Foster Group, Inc.1.49MShares$71.9 Million2.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.7 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL865KShares$41.7 Million1.61% of portfolio