GJIA
DFSD

Glass Jacobson Investment Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Glass Jacobson Investment Advisors’s Portfolio DFSD Stock Details DFSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$525K Buy
10,987
+120
+1% +$5.75K 0.16% 121
2026
Q1 		$520K Buy
10,867
+28
+0.3% +$1.35K 0.18% 117
2025
Q4 		$520K Sell
10,839
-2,098
-16% -$101K 0.19% 112
2025
Q3 		$623K Sell
12,937
-341
-3% -$16.4K 0.23% 103
2025
Q2 		$637K Buy
13,278
+416
+3% +$19.8K 0.25% 99
2025
Q1 		$603K Hold
12,862
– – 0.2% 125
2024
Q4 		$603K Sell
12,862
-535
-4% -$25.3K 0.2% 125
2024
Q3 		$640K Sell
13,397
-5
-0% -$237 0.21% 118
2024
Q2 		$630K Buy
13,402
+1,266
+10% +$59.4K 0.23% 110
2024
Q1 		$571K Buy
12,136
+1,123
+10% +$52.8K 0.21% 117
2023
Q4 		$518K Buy
11,013
+5,069
+85% +$236K 0.21% 120
2023
Q3 		$276K Sell
5,944
-87
-1% -$4.04K 0.13% 171
2023
Q2 		$280K Buy
+6,031
New +$281K 0.13% 170
2022
Q4 		$27K Buy
+586
New +$26.9K 0.01% 401

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Glass Jacobson Investment Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 1.1% in Q2 2026, buying an estimated $5.75K and bringing the position to 10,987 shares worth $525K. The position accounts for 0.16% of the portfolio, ranked #121.

Glass Jacobson Investment Advisors first reported a position in DFSD in Q4 2022 and has held it in 14 quarters since. The position peaked at $640K in Q3 2024. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Glass Jacobson Investment Advisors held 10,987 shares of Dimensional Short-Duration Fixed Income ETF worth $525K as of Q2 2026.
  • Glass Jacobson Investment Advisors bought 120 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $5.75K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.16% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #121 holding.
  • Glass Jacobson Investment Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 14 quarters since.
  • Glass Jacobson Investment Advisors's Dimensional Short-Duration Fixed Income ETF position peaked at $640K in Q3 2024.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

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