GJIA
DFAU icon

Glass Jacobson Investment Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Glass Jacobson Investment Advisors’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10M Buy
221,686
+27,764
+14% +$1.31M 3.45% 1
2025
Q4 		$9.08M Buy
193,922
+26,606
+16% +$1.23M 3.27% 1
2025
Q3 		$7.66M Buy
167,316
+11,061
+7% +$487K 2.77% 1
2025
Q2 		$6.62M Sell
156,255
-57,347
-27% -$2.25M 2.55% 2
2025
Q1 		$8.65M Hold
213,602
– – 2.84% 1
2024
Q4 		$8.65M Buy
213,602
+3,450
+2% +$141K 2.84% 1
2024
Q3 		$8.34M Buy
210,152
+6,026
+3% +$230K 2.77% 1
2024
Q2 		$7.65M Buy
204,126
+13,477
+7% +$490K 2.79% 1
2024
Q1 		$6.97M Sell
190,649
-13,789
-7% -$478K 2.62% 1
2023
Q4 		$6.8M Sell
204,438
-12,385
-6% -$384K 2.77% 1
2023
Q3 		$6.49M Buy
216,823
+3,428
+2% +$107K 2.97% 1
2023
Q2 		$6.61M Buy
+213,395
New +$6.26M 3.03% 1
2022
Q4 		$3.37M Buy
+124,847
New +$3.39M 1.67% 4

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $380M AUM 17.5% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $316M AUM