Glass Jacobson Investment Advisors’s Dimensional US Equity ETF DFUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Buy |
27,860
+22
| +0.1% | +$1.47K | 0.72% | 51 |
|
|
2025
Q1 | $1.77M | Hold |
27,838
| – | – | 0.58% | 54 |
|
|
2024
Q4 | $1.77M | Sell |
27,838
-1,153
| -4% | -$73.5K | 0.58% | 54 |
|
|
2024
Q3 | $1.8M | Buy |
28,991
+836
| +3% | +$52K | 0.6% | 54 |
|
|
2024
Q2 | $1.66M | Buy |
28,155
+60
| +0.2% | +$3.53K | 0.6% | 53 |
|
|
2024
Q1 | $1.6M | Sell |
28,095
-206
| -0.7% | -$11.7K | 0.6% | 55 |
|
|
2023
Q4 | $1.47M | Buy |
28,301
+344
| +1% | +$17.8K | 0.6% | 52 |
|
|
2023
Q3 | $1.3M | Buy |
27,957
+264
| +1% | +$12.3K | 0.6% | 49 |
|
|
2023
Q2 | $1.33M | Buy |
+27,693
| New | +$1.33M | 0.61% | 45 |
|
|
2022
Q4 | $1.09M | Buy |
+26,228
| New | +$1.09M | 0.54% | 51 |
|