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 81,748 shares of DISV stock, worth $2.41 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
81,748
Previous 78,854
3.67%
Holding current value
$2.41 Million
Previous $2.29 Billion
5.21%
% of portfolio
0.71%
Previous 0.76%
Shares
8 transactions
Others Institutions Holding DISV
# of Institutions
324Shares Held
66MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$262 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$189 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$93 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$65.9 Million1.08% of portfolio
-
Ritholtz Wealth Management1.42MShares$42 Million1.12% of portfolio