Glassy Mountain Advisors, Inc. Dimensional ETF Tr Transaction History
Glassy Mountain Advisors, Inc.
- $287 Million
- Q4 2024
A detailed history of Glassy Mountain Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Glassy Mountain Advisors, Inc. holds 680,404 shares of DFAX stock, worth $18 Million. This represents 5.9% of its overall portfolio holdings.
Number of Shares
680,404
Previous 657,238
3.52%
Holding current value
$18 Million
Previous $17.8 Million
4.72%
% of portfolio
5.9%
Previous 6.25%
Shares
7 transactions
Others Institutions Holding DFAX
# of Institutions
572Shares Held
242MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$297 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$221 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$200 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$200 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$159 Million0.22% of portfolio