Dean, Jacobson Financial Services, LLC Top Holdings and 13F Report (2024) → The ONE AI Stock to own now. (It’s not Nvidia.) (From Weiss Ratings) (Ad) About Dean, Jacobson Financial Services, LLCInvestment ActivityDean, Jacobson Financial Services, LLC has $123.45 million in total holdings as of March 31, 2024.Dean, Jacobson Financial Services, LLC owns shares of 13 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 1.04% of the portfolio was purchased this quarter.About 0.41% of the portfolio was sold this quarter.This quarter, Dean, Jacobson Financial Services, LLC has purchased 10 new stocks and bought additional shares in 5 stocks.Dean, Jacobson Financial Services, LLC sold shares of 3 stocks and completely divested from 0 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $53,888,496SPDR S&P 600 Small CapValue ETF $23,653,547iShares Core MSCI EAFE ETF $23,643,629Real Estate Select Sector SPDR Fund $19,681,208Texas Pacific Land $511,981 Largest New Holdings this Quarter iShares U.S. Equity Factor ETF $209,159 HoldingDimensional US Marketwide Value ETF $206,831 HoldingiShares Core S&P 500 ETF $206,086 Holding Largest Purchases this Quarter Texas Pacific Land 590 shares (about $341.32K)iShares U.S. Equity Factor ETF 3,887 shares (about $209.16K)Dimensional US Marketwide Value ETF 5,057 shares (about $206.83K)iShares Core S&P 500 ETF 392 shares (about $206.09K)Real Estate Select Sector SPDR Fund 3,511 shares (about $138.79K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 887 shares (about $463.96K)Exxon Mobil 191 shares (about $22.20K)Apple 128 shares (about $21.95K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDean, Jacobson Financial Services, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$53,888,496$463,961 ▼-0.9%103,02443.7%FinanceSLYVSPDR S&P 600 Small CapValue ETF$23,653,547$68,367 ▲0.3%285,08619.2%ETFIEFAiShares Core MSCI EAFE ETF$23,643,629$110,514 ▲0.5%318,56119.2%ETFXLREReal Estate Select Sector SPDR Fund$19,681,208$138,790 ▲0.7%497,88015.9%ETFTPLTexas Pacific Land$511,981$341,321 ▲200.0%8850.4%Oils/EnergyFSCOFS Credit Opportunities$372,3980.0%62,7990.3%Financial ServicesAAPLApple$320,839$21,949 ▼-6.4%1,8710.3%Computer and TechnologyXOMExxon Mobil$319,311$22,202 ▼-6.5%2,7470.3%Oils/EnergySMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$224,7000.0%4,5030.2%ETFFSKFS KKR Capital$215,402$4,977 ▲2.4%11,2950.2%FinanceLRGFiShares U.S. Equity Factor ETF$209,159$209,159 ▲New Holding3,8870.2%ETFDFUVDimensional US Marketwide Value ETF$206,831$206,831 ▲New Holding5,0570.2%ETFIVViShares Core S&P 500 ETF$206,086$206,086 ▲New Holding3920.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
