GJIA
DFUS

Glass Jacobson Investment Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Glass Jacobson Investment Advisors’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.15M Sell
26,217
-177
-0.7% -$14K 0.67% 53
2026
Q1 		$1.87M Sell
26,394
-729
-3% -$54K 0.65% 54
2025
Q4 		$2.01M Sell
27,123
-768
-3% -$56.4K 0.72% 50
2025
Q3 		$2.02M Buy
27,891
+31
+0.1% +$2.16K 0.73% 48
2025
Q2 		$1.87M Buy
27,860
+22
+0.1% +$1.36K 0.72% 51
2025
Q1 		$1.77M Hold
27,838
– – 0.58% 54
2024
Q4 		$1.77M Sell
27,838
-1,153
-4% -$73.9K 0.58% 54
2024
Q3 		$1.8M Buy
28,991
+836
+3% +$50.1K 0.6% 54
2024
Q2 		$1.66M Buy
28,155
+60
+0.2% +$3.41K 0.6% 53
2024
Q1 		$1.6M Sell
28,095
-206
-0.7% -$11.2K 0.6% 55
2023
Q4 		$1.47M Buy
28,301
+344
+1% +$16.7K 0.6% 52
2023
Q3 		$1.3M Buy
27,957
+264
+1% +$12.8K 0.6% 49
2023
Q2 		$1.33M Buy
+27,693
New +$1.26M 0.61% 45
2022
Q4 		$1.09M Buy
+26,228
New +$1.1M 0.54% 51

Other funds holding DFUS

MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

Glass Jacobson Investment Advisors reduced its Dimensional US Equity ETF (DFUS) stake by 0.67% in Q2 2026, selling an estimated $14K and leaving 26,217 shares worth $2.15M. The position accounts for 0.67% of the portfolio, ranked #53.

Glass Jacobson Investment Advisors first reported a position in DFUS in Q4 2022 and has held it in 14 quarters since. 640 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Glass Jacobson Investment Advisors held 26,217 shares of Dimensional US Equity ETF worth $2.15M as of Q2 2026.
  • Glass Jacobson Investment Advisors sold 177 Dimensional US Equity ETF shares in Q2 2026, an estimated $14K.
  • Dimensional US Equity ETF made up 0.67% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #53 holding.
  • Glass Jacobson Investment Advisors first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 14 quarters since.
  • 640 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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