Glass Jacobson Investment Advisors LLC DIMENSIONAL ETF TRUST Transaction History

Glass Jacobson Investment Advisors LLC

  • $260 Billion
  • Q2 2025
Number of Shares
8,997
Previous 8,286 8.58%
Holding current value
$241 Million
Previous $212 Million 14.07%
% of portfolio
0.09%
Previous 0.07%

Shares

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

Jul 31, 2025
BUY
N/A
711 Added 8.58%
8,997 $241 Million
Q4 2024

Feb 13, 2025
BUY
N/A
343 Added 4.32%
8,286 $212 Million
Q3 2024

Nov 15, 2024
SELL
N/A
-79 Reduced 0.98%
7,943 $229 Million
Q2 2024

Aug 12, 2024
BUY
N/A
1,796 Added 28.85%
8,022 $200 Million
Q1 2024

Apr 26, 2024
BUY
N/A
21 Added 0.34%
6,226 $159 Million
Q4 2023

Jan 22, 2024
BUY
N/A
145 Added 2.39%
6,205 $161 Million
Q3 2023

Nov 07, 2023
BUY
N/A
1,347 Added 28.58%
6,060 $136 Million
Q2 2023

Jul 25, 2023
BUY
N/A
4,713 New
4,713 $115 Million
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