Dean, Jacobson Financial Services, LLC quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Dean, Jacobson Financial Services, LLC opened 7 positions, added to 2, reduced 5, sold out of 6 and left 1 unchanged. The largest increase in value was SLYV (+$31,470,068); the largest decrease was SLYV (-$27,494,933).
- SLYV: Country of operation —; Class STATE STREET SPD; Shares 2026-03-31 290,705; Shares 2026-06-30 0.
- XLRE: Country of operation —; Class STATE STREET REA; Shares 2026-03-31 522,170; Shares 2026-06-30 0.
- CGDV: Country of operation —; Class SHS CREATION UNI; Shares 2026-03-31 224,250; Shares 2026-06-30 0.
- CGGR: Country of operation —; Class SHS CREATION UNI; Shares 2026-03-31 232,555; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1869456): 2026-03-31 (filed 2026-04-28) and 2026-06-30 (filed 2026-07-29). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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