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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

City State Bank's DFUS Position: Q2 2026 in Review

City State Bank increased its Dimensional US Equity ETF (DFUS) stake by 0.1% in Q2 2026, buying an estimated $237 and bringing the position to 2,883 shares worth $236K. The position accounts for 0.05% of the portfolio, ranked #192.

City State Bank first reported a position in DFUS in Q4 2022 and has held it in 15 quarters since. 875 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

City State Bank held 2,883 shares of Dimensional US Equity ETF worth $236K as of Q2 2026.
City State Bank bought 3 Dimensional US Equity ETF shares in Q2 2026, an estimated $237.
Dimensional US Equity ETF made up 0.05% of City State Bank's portfolio in Q2 2026, its #192 holding.
City State Bank first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 15 quarters since.
875 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on City State Bank's 13F filing for Q2 2026, filed 14 Jul 2026.