Glassman Wealth Services Dimensional ETF Tr Dimensional Transaction History
Glassman Wealth Services
- $585 Million
- Q3 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 14,600 shares of DFIC stock, worth $373,614. This represents 0.07% of its overall portfolio holdings.
Number of Shares
14,600
Previous 14,600
-0.0%
Holding current value
$373,614
Previous $383,000
7.05%
% of portfolio
0.07%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
366Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$691 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$659 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$404 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$151 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$124 Million17.02% of portfolio