GEM Asset Management’s Dimensional US Equity ETF DFUS Stock Holding History

GEM Asset Management’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	$20.6M	Buy	251,755 +18,548	+8%	+$1.47M	8.13%	2
2026 Q1	$16.5M	Buy	233,207 +26,551	+13%	+$1.97M	7.3%	2
2025 Q4	$15.5M	Buy	206,656 +1,928	+0.9%	+$142K	6.92%	3
2025 Q3	$14.9M	Sell	204,728 -1,421	-0.7%	-$99K	7.06%	3
2025 Q2	$13.9M	Buy	206,149 +3,913	+2%	+$242K	7.12%	3
2025 Q1	$12.3M	Buy	202,236 +541	+0.3%	+$34.6K	6.88%	3
2024 Q4	$12.9M	Buy	201,695 +2,533	+1%	+$162K	7.17%	3
2024 Q3	$12.3M	Buy	199,162 +542	+0.3%	+$32.5K	7.01%	3
2024 Q2	$11.7M	Buy	198,620 +2,313	+1%	+$131K	7.28%	3
2024 Q1	$10.7M	Buy	196,307 +944	+0.5%	+$51.1K	7.19%	3
2023 Q4	$10.1M	Buy	195,363 +2,646	+1%	+$128K	7.03%	3
2023 Q3	$8.97M	Buy	192,717 +18,518	+11%	+$896K	7.1%	3
2023 Q2	$8.39M	Buy	174,199 +2,649	+2%	+$120K	6.48%	3
2023 Q1	$7.62M	Buy	171,550 +3,742	+2%	+$163K	6.16%	3
2022 Q4	$6.98M	Buy	+167,808	New	+$7.02M	5.98%	3

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

GEM Asset Management's DFUS Position: Q2 2026 in Review

GEM Asset Management increased its Dimensional US Equity ETF (DFUS) stake by 8% in Q2 2026, buying an estimated $1.47M and bringing the position to 251,755 shares worth $20.6M. The position accounts for 8.13% of the portfolio, ranked #2.

GEM Asset Management first reported a position in DFUS in Q4 2022 and has held it in 15 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

GEM Asset Management held 251,755 shares of Dimensional US Equity ETF worth $20.6M as of Q2 2026.
GEM Asset Management bought 18,548 Dimensional US Equity ETF shares in Q2 2026, an estimated $1.47M.
Dimensional US Equity ETF made up 8.13% of GEM Asset Management's portfolio in Q2 2026, its #2 holding.
GEM Asset Management first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 15 quarters since.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on GEM Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.