JCM
Jacobi Capital Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.7M | Buy |
322,321
+38,005
| +13% | +$1.61M | 0.91% | 15 |
|
|
2025
Q1 | $10.9M | Buy |
284,316
+86,084
| +43% | +$3.31M | 0.81% | 16 |
|
|
2024
Q4 | $8.03M | Buy |
198,232
+20,295
| +11% | +$822K | 0.6% | 29 |
|
|
2024
Q3 | $7.06M | Buy |
177,937
+37,058
| +26% | +$1.47M | 0.53% | 30 |
|
|
2024
Q2 | $5.28M | Buy |
140,879
+2,094
| +2% | +$78.5K | 0.46% | 35 |
|
|
2024
Q1 | $5.07M | Buy |
138,785
+103,458
| +293% | +$3.78M | 0.47% | 33 |
|
|
2023
Q4 | $1.17M | Buy |
35,327
+18,656
| +112% | +$620K | 0.12% | 165 |
|
|
2023
Q3 | $499K | Buy |
16,671
+8,757
| +111% | +$262K | 0.06% | 271 |
|
|
2023
Q2 | $245K | Buy |
+7,914
| New | +$245K | 0.03% | 391 |
|