CSB
DFUS

City State Bank’s Dimensional US Equity ETF DFUS Stock Holding History

City State Bank’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 		$236K Buy
2,883
+3
+0.1% +$237 0.05% 192
2026
Q1 		$204K Hold
2,880
– – 0.05% 199
2025
Q4 		$214K Hold
2,880
– – 0.06% 192
2025
Q3 		$209K Sell
2,880
-25
-0.9% -$1.74K 0.06% 191
2025
Q2 		$195K Buy
2,905
+25
+0.9% +$1.55K 0.06% 191
2025
Q1 		$174K Hold
2,880
– – 0.06% 195
2024
Q4 		$184K Sell
2,880
-50
-2% -$3.21K 0.06% 184
2024
Q3 		$182K Hold
2,930
– – 0.07% 191
2024
Q2 		$172K Buy
2,930
+468
+19% +$26.6K 0.07% 192
2024
Q1 		$140K Hold
2,462
– – 0.06% 212
2023
Q4 		$128K Buy
2,462
+50
+2% +$2.42K 0.06% 208
2023
Q3 		$112K Hold
2,412
– – 0.06% 213
2023
Q2 		$116K Hold
2,412
– – 0.06% 213
2023
Q1 		$107K Hold
2,412
– – 0.06% 220
2022
Q4 		$100K Buy
+2,412
New +$101K 0.06% 215

Other funds holding DFUS

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
DFS
Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return