GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$482K Buy
8,762
+30
+0.3% +$1.57K 0.01% 237
2026
Q1 		$423K Buy
+8,732
New +$428K 0.01% 237
2025
Q4 		– Sell
-8,704
Closed -$389K – 341
2025
Q3 		$389K Buy
8,704
+38
+0.4% +$1.66K 0.01% 244
2025
Q2 		$366K Buy
8,666
+40
+0.5% +$1.61K 0.01% 232
2025
Q1 		$355K Buy
8,626
+35
+0.4% +$1.47K 0.02% 221
2024
Q4 		$352K Buy
8,591
+37
+0.4% +$1.57K 0.02% 215
2024
Q3 		$357K Buy
8,554
+3
+0% +$121 0.02% 213
2024
Q2 		$336K Hold
8,551
– – 0.02% 209
2024
Q1 		$350K Hold
8,551
– – 0.02% 207
2023
Q4 		$318K Buy
+8,551
New +$294K 0.02% 200

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's DFUV Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.34% in Q2 2026, buying an estimated $1.57K and bringing the position to 8,762 shares worth $482K. The position accounts for 0.01% of the portfolio, ranked #237.

Gerber Kawasaki Wealth & Investment Management first reported a position in DFUV in Q4 2023 and has held it in 10 quarters since. 631 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 8,762 shares of Dimensional US Marketwide Value ETF worth $482K as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 30 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $1.57K.
  • Dimensional US Marketwide Value ETF made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #237 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 631 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.