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Glass Jacobson Investment Advisors llc: DFAI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Glass Jacobson Investment Advisors llc on DFAI, newest first. How the timeline and the estimate are built.

Glass Jacobson Investment Advisors llc held 231,158 DFAI shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 231,158 shares
    Change vs previous 13F +3,922 shares

    2.97% of the 13F portfolio, value $9,535,269.

    13F-HR 0001964394-26-000003 filed by Glass Jacobson Investment Advisors llc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 227,236 shares
    Change vs previous 13F +22,267 shares

    3.05% of the 13F portfolio, value $8,853,104.

    13F-HR 0001964394-26-000002 filed by Glass Jacobson Investment Advisors llc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 204,969 shares
    Change vs previous 13F -3,881 shares

    2.81% of the 13F portfolio, value $7,811,383.

    13F-HR 0001964394-26-000001 filed by Glass Jacobson Investment Advisors llc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 208,850 shares
    Change vs previous 13F -2,479 shares

    2.75% of the 13F portfolio, value $7,591,696.

    13F-HR 0001964394-25-000005 filed by Glass Jacobson Investment Advisors llc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 211,329 shares
    Change vs previous 13F +12,533 shares

    2.81% of the 13F portfolio, value $7,305,657.

    13F-HR 0001964394-25-000004 filed by Glass Jacobson Investment Advisors llc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 198,796 shares
    Change vs previous 13F 0 shares

    1.91% of the 13F portfolio, value $5,804,847.

    13F-HR 0001964394-25-000002 filed by Glass Jacobson Investment Advisors llc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 198,796 shares
    Change vs previous 13F +7,753 shares

    1.91% of the 13F portfolio, value $5,804,847.

    13F-HR 0001964394-25-000001 filed by Glass Jacobson Investment Advisors llc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 191,043 shares
    Change vs previous 13F not available

    2.01% of the 13F portfolio, value $6,071,336.

    13F-HR 0001964394-24-000004 filed by Glass Jacobson Investment Advisors llc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).