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Glass Jacobson Investment Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Glass Jacobson Investment Advisors’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.61M Buy
65,628
+673
+1% +$35.3K 1.13% 20
2026
Q1 		$3.15M Buy
64,955
+599
+0.9% +$29.4K 1.09% 22
2025
Q4 		$3M Buy
64,356
+128
+0.2% +$5.81K 1.08% 23
2025
Q3 		$2.87M Sell
64,228
-2,281
-3% -$99.3K 1.04% 27
2025
Q2 		$2.81M Sell
66,509
-208
-0.3% -$8.35K 1.08% 23
2025
Q1 		$2.73M Hold
66,717
– – 0.9% 30
2024
Q4 		$2.73M Sell
66,717
-510
-0.8% -$21.6K 0.9% 30
2024
Q3 		$2.8M Sell
67,227
-888
-1% -$35.9K 0.93% 27
2024
Q2 		$2.67M Sell
68,115
-578
-0.8% -$22.9K 0.97% 25
2024
Q1 		$2.81M Sell
68,693
-1,200
-2% -$45.8K 1.06% 20
2023
Q4 		$2.6M Sell
69,893
-1,008
-1% -$34.7K 1.06% 20
2023
Q3 		$2.41M Sell
70,901
-477
-0.7% -$16.7K 1.11% 20
2023
Q2 		$2.46M Buy
+71,378
New +$2.38M 1.13% 18
2022
Q4 		$2.42M Buy
+72,159
New +$2.4M 1.2% 16

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

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

Glass Jacobson Investment Advisors increased its Dimensional US Marketwide Value ETF (DFUV) stake by 1% in Q2 2026, buying an estimated $35.3K and bringing the position to 65,628 shares worth $3.61M. The position accounts for 1.13% of the portfolio, ranked #20.

Glass Jacobson Investment Advisors first reported a position in DFUV in Q4 2022 and has held it in 14 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Glass Jacobson Investment Advisors held 65,628 shares of Dimensional US Marketwide Value ETF worth $3.61M as of Q2 2026.
  • Glass Jacobson Investment Advisors bought 673 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $35.3K.
  • Dimensional US Marketwide Value ETF made up 1.13% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #20 holding.
  • Glass Jacobson Investment Advisors first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 14 quarters since.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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