Gerber Kawasaki Wealth & Investment Management’s Dimensional US Equity ETF DFUS Stock Holding History

Gerber Kawasaki Wealth & Investment 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 Q1	$377K	Sell	5,316 -1,162	-18%	-$86.1K	0.01%	253
2025 Q4	$481K	Buy	6,478 +14	+0.2%	+$1.03K	0.02%	227
2025 Q3	$468K	Sell	6,464 -80	-1%	-$5.57K	0.02%	223
2025 Q2	$439K	Buy	6,544 +18	+0.3%	+$1.11K	0.02%	220
2025 Q1	$395K	Buy	6,526 +14	+0.2%	+$895	0.02%	211
2024 Q4	$415K	Buy	6,512 +23	+0.4%	+$1.48K	0.02%	201
2024 Q3	$404K	Buy	6,489 +16	+0.2%	+$958	0.02%	203
2024 Q2	$381K	Hold	6,473	–	–	0.02%	201
2024 Q1	$369K	Hold	6,473	–	–	0.02%	201
2023 Q4	$335K	Buy	+6,473	New	+$313K	0.02%	197

Other funds holding DFUS

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

RFP

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

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's DFUS Position: Q1 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its Dimensional US Equity ETF (DFUS) stake by 18% in Q1 2026, selling an estimated $86.1K and leaving 5,316 shares worth $377K. The position accounts for 0.01% of the portfolio, ranked #253.

Gerber Kawasaki Wealth & Investment Management first reported a position in DFUS in Q4 2023 and has held it in 10 quarters since. The position peaked at $481K in Q4 2025. 852 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Gerber Kawasaki Wealth & Investment Management held 5,316 shares of Dimensional US Equity ETF worth $377K as of Q1 2026.
Gerber Kawasaki Wealth & Investment Management sold 1,162 Dimensional US Equity ETF shares in Q1 2026, an estimated $86.1K.
Dimensional US Equity ETF made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q1 2026, its #253 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 10 quarters since.
Gerber Kawasaki Wealth & Investment Management's Dimensional US Equity ETF position peaked at $481K in Q4 2025.
852 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2026, filed 7 May 2026.