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Glass Jacobson Investment Advisors’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Glass Jacobson Investment Advisors’s Portfolio DFIP Stock Details DFIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$431K Buy
10,453
+198
+2% +$8.29K 0.13% 138
2026
Q1 		$428K Buy
10,255
+65
+0.6% +$2.72K 0.15% 127
2025
Q4 		$423K Buy
10,190
+218
+2% +$9.17K 0.15% 127
2025
Q3 		$421K Buy
9,972
+564
+6% +$23.7K 0.15% 127
2025
Q2 		$393K Buy
9,408
+238
+3% +$9.89K 0.15% 134
2025
Q1 		$371K Hold
9,170
– – 0.12% 177
2024
Q4 		$371K Buy
9,170
+622
+7% +$25.7K 0.12% 177
2024
Q3 		$361K Sell
8,548
-1,087
-11% -$45.3K 0.12% 175
2024
Q2 		$393K Buy
9,635
+178
+2% +$7.26K 0.14% 158
2024
Q1 		$390K Buy
9,457
+44
+0.5% +$1.8K 0.15% 155
2023
Q4 		$389K Buy
9,413
+3,908
+71% +$157K 0.16% 147
2023
Q3 		$219K Buy
5,505
+63
+1% +$2.57K 0.1% 188
2023
Q2 		$225K Buy
+5,442
New +$229K 0.1% 185

Other funds holding DFIP

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
PS
Pinney & Scofield Cambridge, Massachusetts $205M AUM 24.85% 1-Year Est. Return
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $562M AUM 17.93% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
SC
Scratch Capital Boise, Idaho $201M AUM 19.88% 1-Year Est. Return
CWM
Core Wealth Management Jupiter, Florida $356M AUM 16.73% 1-Year Est. Return

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

Glass Jacobson Investment Advisors increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 1.9% in Q2 2026, buying an estimated $8.29K and bringing the position to 10,453 shares worth $431K. The position accounts for 0.13% of the portfolio, ranked #138.

Glass Jacobson Investment Advisors first reported a position in DFIP in Q2 2023 and has held it in 13 quarters since. 116 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • Glass Jacobson Investment Advisors held 10,453 shares of Dimensional Inflation-Protected Securities ETF worth $431K as of Q2 2026.
  • Glass Jacobson Investment Advisors bought 198 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $8.29K.
  • Dimensional Inflation-Protected Securities ETF made up 0.13% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #138 holding.
  • Glass Jacobson Investment Advisors first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2023 and has held it in 13 quarters since.
  • 116 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

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