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

Gemmer 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 Q3	$7.35M	Buy	88,535 +130	+0.1%	+$10.8K	0.48%	33
2026 Q2	$7.24M	Buy	88,405 +309	+0.4%	+$24.4K	0.49%	34
2026 Q1	$6.25M	Buy	88,096 +2,032	+2%	+$151K	0.49%	35
2025 Q4	$6.38M	Buy	86,064 +426	+0.5%	+$31.3K	0.49%	40
2025 Q3	$6.2M	Sell	85,638 -1,321	-2%	-$92K	0.5%	38
2025 Q2	$5.83M	Sell	86,959 -2,549	-3%	-$158K	0.52%	38
2025 Q1	$5.41M	Buy	89,508 +48	+0.1%	+$3.07K	0.54%	38
2024 Q4	$5.7M	Buy	89,460 +125	+0.1%	+$8.02K	0.56%	40
2024 Q3	$5.56M	Buy	89,335 +201	+0.2%	+$12K	0.56%	40
2024 Q2	$5.25M	Buy	89,134 +1,441	+2%	+$81.9K	0.56%	38
2024 Q1	$5M	Sell	87,693 -1,459	-2%	-$79K	0.58%	36
2023 Q4	$4.62M	Buy	89,152 +257	+0.3%	+$12.4K	0.57%	37
2023 Q3	$4.14M	Sell	88,895 -4,223	-5%	-$204K	0.56%	36
2023 Q2	$4.48M	Sell	93,118 -1,254	-1%	-$57K	0.61%	34
2023 Q1	$4.19M	Sell	94,372 -204	-0.2%	-$8.86K	0.61%	32
2022 Q4	$3.94M	Buy	94,576 +194	+0.2%	+$8.11K	0.62%	30
2022 Q3	$3.66M	Buy	94,382 +2,784	+3%	+$120K	0.61%	33
2022 Q2	$3.73M	Sell	91,598 -1,038	-1%	-$46K	0.58%	33
2022 Q1	$4.54M	Buy	92,636 +1,142	+1%	+$55.2K	0.56%	36
2021 Q4	$4.73M	Sell	91,494 -2,139	-2%	-$108K	0.56%	35
2021 Q3	$4.42M	Buy	93,633 +458	+0.5%	+$22.2K	0.61%	29
2021 Q2	$4.39M	Buy	+93,175	New	+$4.34M	0.61%	29

Other funds holding DFUS

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Penney Financial Houston, Texas $339M AUM 9.78% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Gemmer Asset Management's DFUS Position: Q3 2026 in Review

Gemmer Asset Management increased its Dimensional US Equity ETF (DFUS) stake by 0.15% in Q3 2026, buying an estimated $10.8K and bringing the position to 88,535 shares worth $7.35M. The position accounts for 0.48% of the portfolio, ranked #33.

Gemmer Asset Management first reported a position in DFUS in Q2 2021 and has held it in 22 quarters since. 245 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Gemmer Asset Management held 88,535 shares of Dimensional US Equity ETF worth $7.35M as of Q3 2026.
Gemmer Asset Management bought 130 Dimensional US Equity ETF shares in Q3 2026, an estimated $10.8K.
Dimensional US Equity ETF made up 0.48% of Gemmer Asset Management's portfolio in Q3 2026, its #33 holding.
Gemmer Asset Management first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 22 quarters since.
245 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Gemmer Asset Management's 13F filing for Q3 2026, filed 16 Oct 2026.