Glass Jacobson Investment Advisors LLC DIMENSIONAL ETF TRUST Transaction History

Glass Jacobson Investment Advisors LLC

  • $260 Billion
  • Q2 2025
Number of Shares
20,427
Previous 19,604 4.2%
Holding current value
$1.37 Billion
Previous $1.26 Billion 8.57%
% of portfolio
0.53%
Previous 0.41%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
BUY
N/A
823 Added 4.2%
20,427 $1.37 Billion
Q4 2024

Feb 13, 2025
BUY
N/A
20 Added 0.1%
19,604 $1.26 Billion
Q3 2024

Nov 15, 2024
SELL
N/A
-212 Reduced 1.07%
19,584 $1.24 Billion
Q2 2024

Aug 12, 2024
BUY
N/A
190 Added 0.97%
19,796 $1.18 Billion
Q1 2024

Apr 26, 2024
BUY
N/A
64 Added 0.33%
19,606 $1.15 Billion
Q4 2023

Jan 22, 2024
BUY
N/A
19,542 New
19,542 $1.05 Billion
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