Glass Jacobson Investment Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.27M	Buy	77,512 +16,125	+26%	+$688K	1.13%	20
2025 Q4	$2.61M	Buy	61,387 +9,707	+19%	+$416K	0.94%	36
2025 Q3	$2.21M	Buy	51,680 +6,493	+14%	+$275K	0.8%	44
2025 Q2	$1.91M	Buy	45,187 +5,470	+14%	+$228K	0.74%	50
2025 Q1	$1.64M	Hold	39,717	–	–	0.54%	58
2024 Q4	$1.64M	Buy	39,717 +3,518	+10%	+$148K	0.54%	58
2024 Q3	$1.56M	Buy	36,199 +8,201	+29%	+$350K	0.52%	63
2024 Q2	$1.16M	Buy	27,998 +8,639	+45%	+$358K	0.42%	74
2024 Q1	$812K	Buy	19,359 +11,571	+149%	+$486K	0.31%	94
2023 Q4	$330K	Buy	7,788 +2,939	+61%	+$120K	0.13%	163
2023 Q3	$196K	Buy	4,849 +50	+1%	+$2.06K	0.09%	200
2023 Q2	$200K	Buy	+4,799	New	+$203K	0.09%	197
2022 Q4	$2.33K	Buy	+56	New	+$2.32K	﹤0.01%	661

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.09B AUM

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Glass Jacobson Investment Advisors's DFCF Position: Q1 2026 in Review

Glass Jacobson Investment Advisors increased its Dimensional Core Fixed Income ETF (DFCF) stake by 26% in Q1 2026, buying an estimated $688K and bringing the position to 77,512 shares worth $3.27M. The position accounts for 1.13% of the portfolio, ranked #20.

Glass Jacobson Investment Advisors first reported a position in DFCF in Q4 2022 and has held it in 13 quarters since. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

Glass Jacobson Investment Advisors held 77,512 shares of Dimensional Core Fixed Income ETF worth $3.27M as of Q1 2026.
Glass Jacobson Investment Advisors bought 16,125 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $688K.
Dimensional Core Fixed Income ETF made up 1.13% of Glass Jacobson Investment Advisors's portfolio in Q1 2026, its #20 holding.
Glass Jacobson Investment Advisors first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and has held it in 13 quarters since.
481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.