GJIA
DFAS icon

Glass Jacobson Investment Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Glass Jacobson Investment Advisors’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.77M Buy
57,927
+635
+1% +$49.2K 1.49% 10
2026
Q1 		$4.08M Buy
57,292
+4,596
+9% +$337K 1.41% 10
2025
Q4 		$3.67M Buy
52,696
+994
+2% +$68.5K 1.32% 12
2025
Q3 		$3.54M Buy
51,702
+853
+2% +$56.9K 1.28% 16
2025
Q2 		$3.24M Buy
50,849
+498
+1% +$29.9K 1.25% 19
2025
Q1 		$3.28M Hold
50,351
– – 1.08% 18
2024
Q4 		$3.28M Sell
50,351
-1,281
-2% -$85.7K 1.08% 18
2024
Q3 		$3.35M Buy
51,632
+722
+1% +$45.2K 1.11% 18
2024
Q2 		$3.06M Buy
50,910
+1,923
+4% +$116K 1.11% 19
2024
Q1 		$3.05M Sell
48,987
-401
-0.8% -$23.7K 1.15% 17
2023
Q4 		$2.94M Buy
49,388
+2,285
+5% +$122K 1.2% 18
2023
Q3 		$2.47M Buy
47,103
+542
+1% +$29.9K 1.13% 18
2023
Q2 		$2.55M Buy
+46,561
New +$2.43M 1.17% 16
2022
Q4 		$2.24M Buy
+43,701
New +$2.25M 1.11% 17

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Glass Jacobson Investment Advisors increased its Dimensional US Small Cap ETF (DFAS) stake by 1.1% in Q2 2026, buying an estimated $49.2K and bringing the position to 57,927 shares worth $4.77M. The position accounts for 1.49% of the portfolio, ranked #10.

Glass Jacobson Investment Advisors first reported a position in DFAS in Q4 2022 and has held it in 14 quarters since. 908 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Glass Jacobson Investment Advisors held 57,927 shares of Dimensional US Small Cap ETF worth $4.77M as of Q2 2026.
  • Glass Jacobson Investment Advisors bought 635 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $49.2K.
  • Dimensional US Small Cap ETF made up 1.49% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #10 holding.
  • Glass Jacobson Investment Advisors first reported a position in Dimensional US Small Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • 908 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

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