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Glass Jacobson Investment Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Glass Jacobson Investment Advisors’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$31.9K Hold
820
– – 0.01% 365
2025
Q4 		$32.5K Hold
820
– – 0.01% 354
2025
Q3 		$31.6K Hold
820
– – 0.01% 349
2025
Q2 		$29.4K Hold
820
– – 0.01% 347
2025
Q1 		$28.4K Hold
820
– – 0.01% 461
2024
Q4 		$28.4K Hold
820
– – 0.01% 461
2024
Q3 		$28.1K Hold
820
– – 0.01% 447
2024
Q2 		$26.4K Hold
820
– – 0.01% 440
2024
Q1 		$26.2K Buy
+820
New +$24.8K 0.01% 445
2022
Q4 		$6.46K Buy
+266
New +$6.47K ﹤0.01% 562

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return