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Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Glass Jacobson Investment Advisors llc 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Glass Jacobson Investment Advisors llc (CIK 1964394) reported $320.9M across 618 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFAU ($11.1M, 3.44%), DFAI ($9.5M, 2.97%), BND ($8.7M, 2.70%), FPE ($7.3M, 2.27%), DFIV ($6.3M, 1.97%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1DFAUDIMENSIONAL ETF TRUST$11.1M3.44%213,844Trimmed
2DFAIDIMENSIONAL ETF TRUST$9.5M2.97%231,158Added
3BNDVANGUARD BD INDEX FDS$8.7M2.70%118,010Added
4FPEFIRST TR EXCH TRADED FD III$7.3M2.27%407,228Added
5DFIVDIMENSIONAL ETF TRUST$6.3M1.97%116,918Trimmed
6VBRVANGUARD INDEX FDS$5.3M1.67%21,991Trimmed
7VTVVANGUARD INDEX FDS$5.3M1.66%24,497Added
8VOOVANGUARD INDEX FDS$5.0M1.56%7,301Added
9DFLVDIMENSIONAL ETF TRUST$4.8M1.49%121,175Added
10DFASDIMENSIONAL ETF TRUST$4.8M1.49%57,927Added
11VBVANGUARD INDEX FDS$4.5M1.42%14,982Added
12VUGVANGUARD INDEX FDS$4.5M1.41%52,374Added
13EFAISHARES TR$4.4M1.36%42,071Trimmed
14ITOTISHARES TR$4.3M1.34%26,195Added
15DUHPDIMENSIONAL ETF TRUST$3.9M1.23%94,243Added
16IJJISHARES TR$3.9M1.21%26,376Trimmed
17IWFISHARES TR$3.9M1.20%31,104Added
18MGVVANGUARD WORLD FD$3.8M1.19%23,404Trimmed
19DFCFDIMENSIONAL ETF TRUST$3.8M1.18%89,796Added
20DFUVDIMENSIONAL ETF TRUST$3.6M1.12%65,628Added
21DFEVDIMENSIONAL ETF TRUST$3.6M1.11%83,399Added
22VCSHVANGUARD SCOTTSDALE FDS$3.5M1.10%44,632Added
23DFAEDIMENSIONAL ETF TRUST$3.5M1.10%87,485Trimmed
24DFARDIMENSIONAL ETF TRUST$3.5M1.09%133,373Added
25VVVANGUARD INDEX FDS$3.4M1.06%9,845Added

Source: SEC Form 13F filings · as of 2026-06-30