• 13F History

Dean, Jacobson Financial Services, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 23, 2025
Value $
$131M
Signature - Title
Jeffrey Schmeltekopf - Chief Compliance Officer
Location
Fort Worth, TX
Summary
This page shows a list of all the recent 13F filings made by Dean, Jacobson Financial Services, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Dean, Jacobson Financial Services, LLC reported 9 stock holdings with total value $131M as of Q4 2024. Top holdings included SPY, SLYV, IEFA, XLRE, and TPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 9 $131M +$2.35M -$1.75M +$600K SPY, SLYV, IEFA, XLRE, TPL 13F-HR 1/22/2025, 06:04 PM
Q3 2024 16 $133M +$1.25M -$2.53M -$1.28M SPY, IEFA, SLYV, XLRE, TPL 13F-HR 10/24/2024, 06:11 PM
Q2 2024 12 $124M +$762K -$340K +$422K SPY, IEFA, SLYV, XLRE, TPL 13F-HR 8/9/2024, 07:30 PM
Q1 2024 13 $123M +$1.29M -$508K +$778K SPY, SLYV, IEFA, XLRE, TPL 13F-HR 4/19/2024, 12:44 PM
Q4 2023 10 $117M +$21.3M -$22.2M -$962K SPY, SLYV, IEFA, XLRE, TPL 13F-HR 2/7/2024, 05:41 PM
Q3 2023 14 $108M +$21.7M -$21.5M +$213K SPY, IEFA, SLYV, BIL, AHCO 13F-HR 10/13/2023, 09:16 PM
Q2 2023 12 $110M +$1.22M -$711K +$510K SPY, BIL, IEFA, FSCO, TPL 13F-HR 7/26/2023, 08:41 PM
Q1 2023 10 $107M +$105M +$105M BIL, SPY, IEFA, TPL, AAPL 13F-HR 5/15/2023, 11:50 AM
Q4 2022 5 $1.64M +$154K +$154K TPL, XOM, FSK, AAPL, FSCO 13F-HR 1/23/2023, 08:38 PM
Q3 2022 4 $1.26M +$6.09K +$6.09K TPL, FSK, AAPL, XOM 13F-HR 10/14/2022, 05:14 PM
Q2 2022 4 $1.2M +$5.36K -$820 +$4.54K TPL, FSK, AAPL, XOM 13F-HR 8/3/2022, 05:51 PM
Q1 2022 6 $22.8M +$342K -$46.6M -$46.2M XLRE, TPL, FSK, SPY, AAPL 13F-HR 5/2/2022, 05:03 PM
Q4 2021 7 $120M SPY, SLYV, XLRE, IEFA, TPL Restatement 2/16/2022, 08:39 AM