Glassman Wealth Services Dimensional ETF Tr Dimensional Transaction History
Glassman Wealth Services
- $593 Million
- Q4 2024
A detailed history of Glassman Wealth Services transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Glassman Wealth Services holds 15,949 shares of DFIC stock, worth $436,205. This represents 0.07% of its overall portfolio holdings.
Number of Shares
15,949
Previous 14,600
9.24%
Holding current value
$436,205
Previous $410,000
0.49%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
420Shares Held
2.27BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$55.3 Billion3.13% of portfolio
-
Envestnet Asset Management Inc27MShares$738 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$704 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$431 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$161 Million10.81% of portfolio