GJIA
DFSV

Glass Jacobson Investment Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Glass Jacobson Investment Advisors’s Portfolio DFSV Stock Details DFSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.92M Buy
49,544
+4,991
+11% +$187K 0.6% 57
2026
Q1 		$1.56M Buy
44,553
+3,880
+10% +$137K 0.54% 64
2025
Q4 		$1.34M Buy
40,673
+2,942
+8% +$94.6K 0.48% 67
2025
Q3 		$1.2M Buy
37,731
+3,563
+10% +$111K 0.43% 73
2025
Q2 		$1.01M Buy
34,168
+3,936
+13% +$109K 0.39% 79
2025
Q1 		$931K Hold
30,232
– – 0.31% 97
2024
Q4 		$931K Buy
30,232
+2,038
+7% +$64.5K 0.31% 97
2024
Q3 		$868K Buy
28,194
+3,130
+12% +$93.8K 0.29% 101
2024
Q2 		$721K Buy
25,064
+2,836
+13% +$82.3K 0.26% 101
2024
Q1 		$669K Buy
22,228
+2,979
+15% +$85K 0.25% 107
2023
Q4 		$561K Sell
19,249
-768
-4% -$19.9K 0.23% 117
2023
Q3 		$507K Sell
20,017
-385
-2% -$10.2K 0.23% 115
2023
Q2 		$524K Buy
+20,402
New +$499K 0.24% 116
2022
Q4 		$286K Buy
+11,530
New +$285K 0.14% 172

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

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

Glass Jacobson Investment Advisors increased its Dimensional US Small Cap Value ETF (DFSV) stake by 11% in Q2 2026, buying an estimated $187K and bringing the position to 49,544 shares worth $1.92M. The position accounts for 0.6% of the portfolio, ranked #57.

Glass Jacobson Investment Advisors first reported a position in DFSV in Q4 2022 and has held it in 14 quarters since. 583 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Glass Jacobson Investment Advisors held 49,544 shares of Dimensional US Small Cap Value ETF worth $1.92M as of Q2 2026.
  • Glass Jacobson Investment Advisors bought 4,991 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $187K.
  • Dimensional US Small Cap Value ETF made up 0.6% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #57 holding.
  • Glass Jacobson Investment Advisors first reported a position in Dimensional US Small Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
  • 583 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

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