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Glass Jacobson Investment Advisors llc: DFAU position timeline

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

Glass Jacobson Investment Advisors llc held 213,844 DFAU 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 213,844 shares
    Change vs previous 13F -7,842 shares

    3.44% of the 13F portfolio, value $11,053,572.

    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 221,686 shares
    Change vs previous 13F +27,764 shares

    3.45% of the 13F portfolio, value $10,002,491.

    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 193,922 shares
    Change vs previous 13F +26,606 shares

    3.26% of the 13F portfolio, value $9,075,550.

    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 167,316 shares
    Change vs previous 13F +11,061 shares

    2.77% of the 13F portfolio, value $7,656,383.

    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 156,255 shares
    Change vs previous 13F -57,347 shares

    2.55% of the 13F portfolio, value $6,618,944.

    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 213,602 shares
    Change vs previous 13F 0 shares

    2.84% of the 13F portfolio, value $8,648,743.

    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 213,602 shares
    Change vs previous 13F +3,450 shares

    2.84% of the 13F portfolio, value $8,648,743.

    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 210,152 shares
    Change vs previous 13F not available

    2.77% of the 13F portfolio, value $8,340,952.

    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).