GJIA
Glass Jacobson Investment Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.62M | Sell |
156,255
-57,347
| -27% | -$2.43M | 2.55% | 2 |
|
|
2025
Q1 | $8.65M | Hold |
213,602
| – | – | 2.84% | 1 |
|
|
2024
Q4 | $8.65M | Buy |
213,602
+3,450
| +2% | +$140K | 2.84% | 1 |
|
|
2024
Q3 | $8.34M | Buy |
210,152
+6,026
| +3% | +$239K | 2.77% | 1 |
|
|
2024
Q2 | $7.65M | Buy |
204,126
+13,477
| +7% | +$505K | 2.79% | 1 |
|
|
2024
Q1 | $6.97M | Sell |
190,649
-13,789
| -7% | -$504K | 2.62% | 1 |
|
|
2023
Q4 | $6.8M | Sell |
204,438
-12,385
| -6% | -$412K | 2.77% | 1 |
|
|
2023
Q3 | $6.49M | Buy |
216,823
+3,428
| +2% | +$103K | 2.97% | 1 |
|
|
2023
Q2 | $6.61M | Buy |
+213,395
| New | +$6.61M | 3.03% | 1 |
|
|
2022
Q4 | $3.37M | Buy |
+124,847
| New | +$3.37M | 1.67% | 4 |
|