GJIA
DFSU

Glass Jacobson Investment Advisors’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Glass Jacobson Investment Advisors’s Portfolio DFSU Stock Details DFSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$341K Buy
7,311
+60
+0.8% +$2.71K 0.11% 155
2026
Q1 		$298K Buy
7,251
+17
+0.2% +$735 0.1% 158
2025
Q4 		$314K Buy
7,234
+302
+4% +$13K 0.11% 152
2025
Q3 		$294K Buy
6,932
+4,147
+149% +$170K 0.11% 154
2025
Q2 		$109K Buy
2,785
+12
+0.4% +$438 0.04% 223
2025
Q1 		$105K Hold
2,773
– – 0.03% 291
2024
Q4 		$105K Buy
2,773
+10
+0.4% +$383 0.03% 291
2024
Q3 		$103K Buy
2,763
+6
+0.2% +$214 0.03% 273
2024
Q2 		$96.1K Buy
2,757
+7
+0.3% +$237 0.04% 275
2024
Q1 		$94.6K Buy
2,750
+2,516
+1,075% +$81.8K 0.04% 282
2023
Q4 		$7.29K Hold
234
– – ﹤0.01% 552
2023
Q3 		$6.49K Hold
234
– – ﹤0.01% 537
2023
Q2 		$6.72K Buy
+234
New +$6.33K ﹤0.01% 545

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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 $7.79B AUM 20.38% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

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

Glass Jacobson Investment Advisors increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.83% in Q2 2026, buying an estimated $2.71K and bringing the position to 7,311 shares worth $341K. The position accounts for 0.11% of the portfolio, ranked #155.

Glass Jacobson Investment Advisors first reported a position in DFSU in Q2 2023 and has held it in 13 quarters since. 217 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Glass Jacobson Investment Advisors held 7,311 shares of Dimensional US Sustainability Core 1 ETF worth $341K as of Q2 2026.
  • Glass Jacobson Investment Advisors bought 60 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $2.71K.
  • Dimensional US Sustainability Core 1 ETF made up 0.11% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #155 holding.
  • Glass Jacobson Investment Advisors first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2023 and has held it in 13 quarters since.
  • 217 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

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