Glass Jacobson Investment Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Buy |
45,187
+5,470
| +14% | +$231K | 0.74% | 50 |
|
|
2025
Q1 | $1.64M | Hold |
39,717
| – | – | 0.54% | 58 |
|
|
2024
Q4 | $1.64M | Buy |
39,717
+3,518
| +10% | +$145K | 0.54% | 58 |
|
|
2024
Q3 | $1.56M | Buy |
36,199
+8,201
| +29% | +$354K | 0.52% | 63 |
|
|
2024
Q2 | $1.16M | Buy |
27,998
+8,639
| +45% | +$359K | 0.42% | 74 |
|
|
2024
Q1 | $812K | Buy |
19,359
+11,571
| +149% | +$485K | 0.31% | 94 |
|
|
2023
Q4 | $330K | Buy |
7,788
+2,939
| +61% | +$125K | 0.13% | 163 |
|
|
2023
Q3 | $196K | Buy |
4,849
+50
| +1% | +$2.02K | 0.09% | 200 |
|
|
2023
Q2 | $200K | Buy |
+4,799
| New | +$200K | 0.09% | 197 |
|
|
2022
Q4 | $2.33K | Buy |
+56
| New | +$2.33K | ﹤0.01% | 661 |
|