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 Q2	$17.9K	Buy	367 +2	+0.5%	+$96	0.01%	418
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

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

EP Wealth Advisors Torrance, California $26.2B AUM

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

Glass Jacobson Investment Advisors increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 0.55% in Q2 2026, buying an estimated $96 and bringing the position to 367 shares worth $17.9K. The position accounts for 0.01% of the portfolio, ranked #418.

Glass Jacobson Investment Advisors first reported a position in DFSE in Q2 2023 and has held it in 13 quarters since. 185 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

Glass Jacobson Investment Advisors held 367 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $17.9K as of Q2 2026.
Glass Jacobson Investment Advisors bought 2 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $96.
Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.01% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #418 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 13 quarters since.
185 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

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