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Glass Jacobson Investment Advisors’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Glass Jacobson Investment Advisors’s Portfolio DFSB Stock Details DFSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$70.4K Buy
1,351
+14
+1% +$728 0.02% 294
2026
Q1 		$69.2K Hold
1,337
– – 0.02% 280
2025
Q4 		$69.3K Buy
1,337
+135
+11% +$7.12K 0.02% 280
2025
Q3 		$64K Buy
1,202
+543
+82% +$28.6K 0.02% 279
2025
Q2 		$34.5K Buy
659
+1
+0.2% +$52 0.01% 328
2025
Q1 		$33.5K Hold
658
– – 0.01% 433
2024
Q4 		$33.5K Buy
658
+16
+2% +$834 0.01% 433
2024
Q3 		$34.1K Buy
642
+4
+0.6% +$209 0.01% 426
2024
Q2 		$32.6K Buy
638
+5
+0.8% +$255 0.01% 409
2024
Q1 		$32.8K Buy
+633
New +$32.6K 0.01% 415

Other funds holding DFSB

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PWM
Parkshore Wealth Management Granite Bay, California $348M AUM 21.85% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

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

Glass Jacobson Investment Advisors increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 1% in Q2 2026, buying an estimated $728 and bringing the position to 1,351 shares worth $70.4K. The position accounts for 0.02% of the portfolio, ranked #294.

Glass Jacobson Investment Advisors first reported a position in DFSB in Q1 2024 and has held it in 10 quarters since. 123 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

  • Glass Jacobson Investment Advisors held 1,351 shares of Dimensional Global Sustainability Fixed Income ETF worth $70.4K as of Q2 2026.
  • Glass Jacobson Investment Advisors bought 14 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $728.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.02% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #294 holding.
  • Glass Jacobson Investment Advisors first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q1 2024 and has held it in 10 quarters since.
  • 123 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

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