Glassy Mountain Advisors, Inc. Dimensional ETF Tr Transaction History
Glassy Mountain Advisors, Inc.
- $284 Million
- Q3 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 657,238 shares of DFAX stock, worth $16.5 Million. This represents 6.25% of its overall portfolio holdings.
Number of Shares
657,238
Previous 628,480
4.58%
Holding current value
$16.5 Million
Previous $16 Million
11.12%
% of portfolio
6.25%
Previous 5.92%
Shares
6 transactions
Others Institutions Holding DFAX
# of Institutions
512Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$281 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$228 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$188 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$180 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$143 Million0.23% of portfolio