Glass Jacobson Investment Advisors’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.54M | Buy |
84,609
+8,688
| +11% | +$261K | 0.98% | 32 |
|
|
2025
Q1 | $1.99M | Hold |
75,921
| – | – | 0.65% | 44 |
|
|
2024
Q4 | $1.99M | Buy |
75,921
+5,167
| +7% | +$135K | 0.65% | 44 |
|
|
2024
Q3 | $2.01M | Buy |
70,754
+4,308
| +6% | +$123K | 0.67% | 45 |
|
|
2024
Q2 | $1.83M | Buy |
66,446
+2,849
| +4% | +$78.3K | 0.67% | 45 |
|
|
2024
Q1 | $1.65M | Buy |
63,597
+6,732
| +12% | +$175K | 0.62% | 53 |
|
|
2023
Q4 | $1.43M | Buy |
56,865
+10,589
| +23% | +$267K | 0.58% | 53 |
|
|
2023
Q3 | $1.1M | Buy |
46,276
+6,064
| +15% | +$144K | 0.5% | 62 |
|
|
2023
Q2 | $980K | Buy |
+40,212
| New | +$980K | 0.45% | 69 |
|
|
2022
Q4 | $940K | Buy |
+41,573
| New | +$940K | 0.47% | 60 |
|