Glass Jacobson Investment Advisors’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.8M Sell
2025
Q1
$2.75M Hold
2024
Q4
$2.75M Sell
2024
Q3
$2.98M Sell
2024
Q2
$2.97M Buy
2024
Q1
$2.72M Buy
2023
Q4
$2.32M Buy
2023
Q3
$1.77M Buy
2023
Q2
$1.56M Buy
2022
Q4
$684K Buy