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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
Q2 		$11.1M Sell
213,844
-7,842
-4% -$392K 3.44% 1
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 $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM

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

Glass Jacobson Investment Advisors reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 3.5% in Q2 2026, selling an estimated $392K and leaving 213,844 shares worth $11.1M. The position accounts for 3.44% of the portfolio, ranked #1.

Glass Jacobson Investment Advisors first reported a position in DFAU in Q4 2022 and has held it in 14 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Glass Jacobson Investment Advisors held 213,844 shares of Dimensional US Core Equity Market ETF worth $11.1M as of Q2 2026.
  • Glass Jacobson Investment Advisors sold 7,842 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $392K.
  • Dimensional US Core Equity Market ETF made up 3.44% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #1 holding.
  • Glass Jacobson Investment Advisors first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and has held it in 14 quarters since.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

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