GJIA
DFSE

Glass Jacobson Investment Advisors’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Glass Jacobson Investment Advisors’s Portfolio DFSE Stock Details DFSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.5K Hold
365
– – 0.01% 435
2025
Q4 		$15.1K Buy
365
+2
+0.6% +$83 0.01% 422
2025
Q3 		$14.9K Buy
363
+218
+150% +$8.61K 0.01% 419
2025
Q2 		$5.51K Buy
145
+1
+0.7% +$35 ﹤0.01% 469
2025
Q1 		$4.77K Hold
144
– – ﹤0.01% 673
2024
Q4 		$4.77K Hold
144
– – ﹤0.01% 673
2024
Q3 		$5.09K Buy
144
+44
+44% +$1.49K ﹤0.01% 631
2024
Q2 		$3.35K Hold
100
– – ﹤0.01% 643
2024
Q1 		$3.22K Hold
100
– – ﹤0.01% 647
2023
Q4 		$3.16K Hold
100
– – ﹤0.01% 622
2023
Q3 		$2.94K Hold
100
– – ﹤0.01% 603
2023
Q2 		$3.04K Buy
+100
New +$2.99K ﹤0.01% 614

Other funds holding DFSE

AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

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

Glass Jacobson Investment Advisors held its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) position steady in Q1 2026 at 365 shares worth $15.5K. The position accounts for 0.01% of the portfolio, ranked #435.

Glass Jacobson Investment Advisors first reported a position in DFSE in Q2 2023 and has held it in 12 quarters since. 173 funds tracked by Wall St. Rank hold DFSE as of Q1 2026.

  • Glass Jacobson Investment Advisors held 365 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $15.5K as of Q1 2026.
  • Glass Jacobson Investment Advisors left its Dimensional Emerging Markets Sustainability Core 1 ETF share count unchanged in Q1 2026.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.01% of Glass Jacobson Investment Advisors's portfolio in Q1 2026, its #435 holding.
  • Glass Jacobson Investment Advisors first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q2 2023 and has held it in 12 quarters since.
  • 173 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q1 2026.

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