Glass Jacobson Investment Advisors’s Dimensional US Real Estate ETF DFAR Stock Holding History

Glass Jacobson Investment Advisors’s Portfolio DFAR Stock Details DFAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.49M	Buy	133,373 +7,542	+6%	+$194K	1.09%	24
2026 Q1	$2.98M	Buy	125,831 +17,303	+16%	+$416K	1.03%	26
2025 Q4	$2.49M	Buy	108,528 +10,906	+11%	+$255K	0.89%	40
2025 Q3	$2.33M	Buy	97,622 +5,509	+6%	+$130K	0.84%	41
2025 Q2	$2.16M	Sell	92,113 -4,203	-4%	-$97.6K	0.83%	42
2025 Q1	$2.24M	Hold	96,316	–	–	0.74%	39
2024 Q4	$2.24M	Buy	96,316 +8,773	+10%	+$217K	0.74%	39
2024 Q3	$2.24M	Buy	87,543 +4,989	+6%	+$121K	0.74%	41
2024 Q2	$1.82M	Buy	82,554 +6,977	+9%	+$150K	0.66%	46
2024 Q1	$1.69M	Buy	75,577 +8,232	+12%	+$181K	0.64%	52
2023 Q4	$1.53M	Buy	67,345 +32,634	+94%	+$669K	0.63%	50
2023 Q3	$678K	Buy	34,711 +7,644	+28%	+$162K	0.31%	99
2023 Q2	$582K	Buy	+27,067	New	+$572K	0.27%	108
2022 Q4	$99K	Buy	+4,683	New	+$99.2K	0.05%	270

Other funds holding DFAR

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return

RIP

RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

GOCP

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Glass Jacobson Investment Advisors's DFAR Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its Dimensional US Real Estate ETF (DFAR) stake by 6% in Q2 2026, buying an estimated $194K and bringing the position to 133,373 shares worth $3.49M. The position accounts for 1.09% of the portfolio, ranked #24.

Glass Jacobson Investment Advisors first reported a position in DFAR in Q4 2022 and has held it in 14 quarters since. 300 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

Glass Jacobson Investment Advisors held 133,373 shares of Dimensional US Real Estate ETF worth $3.49M as of Q2 2026.
Glass Jacobson Investment Advisors bought 7,542 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $194K.
Dimensional US Real Estate ETF made up 1.09% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #24 holding.
Glass Jacobson Investment Advisors first reported a position in Dimensional US Real Estate ETF in Q4 2022 and has held it in 14 quarters since.
300 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.