Glass Jacobson Investment Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $623K | Sell |
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|
2025
Q2 | $637K | Buy |
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|
2025
Q1 | $603K | Hold |
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|
2024
Q4 | $603K | Sell |
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|
2024
Q3 | $640K | Sell |
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|
2024
Q2 | $630K | Buy |
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|
2024
Q1 | $571K | Buy |
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|
2023
Q4 | $518K | Buy |
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|
2023
Q3 | $276K | Sell |
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|
2023
Q2 | $280K | Buy |
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|
2022
Q4 | $27K | Buy |
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