GJIA
Glass Jacobson Investment Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.81M | Sell |
66,509
-208
| -0.3% | -$8.79K | 1.08% | 23 |
|
|
2025
Q1 | $2.73M | Hold |
66,717
| – | – | 0.9% | 30 |
|
|
2024
Q4 | $2.73M | Sell |
66,717
-510
| -0.8% | -$20.9K | 0.9% | 30 |
|
|
2024
Q3 | $2.8M | Sell |
67,227
-888
| -1% | -$37K | 0.93% | 27 |
|
|
2024
Q2 | $2.67M | Sell |
68,115
-578
| -0.8% | -$22.7K | 0.97% | 25 |
|
|
2024
Q1 | $2.81M | Sell |
68,693
-1,200
| -2% | -$49.1K | 1.06% | 20 |
|
|
2023
Q4 | $2.6M | Sell |
69,893
-1,008
| -1% | -$37.5K | 1.06% | 20 |
|
|
2023
Q3 | $2.41M | Sell |
70,901
-477
| -0.7% | -$16.2K | 1.11% | 20 |
|
|
2023
Q2 | $2.46M | Buy |
+71,378
| New | +$2.46M | 1.13% | 18 |
|
|
2022
Q4 | $2.42M | Buy |
+72,159
| New | +$2.42M | 1.2% | 16 |
|