GTAM
DFUS

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

Global Trust 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
Q1 		$1.42K Hold
20
– – ﹤0.01% 425
2025
Q4 		$1.48K Hold
20
– – ﹤0.01% 419
2025
Q3 		$1.45K Sell
20
-25
-56% -$1.74K ﹤0.01% 470
2025
Q2 		$3.02K Hold
45
– – ﹤0.01% 432
2025
Q1 		$2.72K Sell
45
-1,575
-97% -$101K ﹤0.01% 417
2024
Q4 		$103K Sell
1,620
-200
-11% -$12.8K 0.04% 222
2024
Q3 		$113K Sell
1,820
-215
-11% -$12.9K 0.04% 223
2024
Q2 		$120K Hold
2,035
– – 0.05% 199
2024
Q1 		$116K Buy
2,035
+1,620
+390% +$87.7K 0.05% 207
2023
Q4 		$21.5K Hold
415
– – 0.01% 295
2023
Q3 		$19.3K Buy
415
+205
+98% +$9.91K 0.01% 296
2023
Q2 		$10.1K Hold
210
– – ﹤0.01% 334
2023
Q1 		$9.33K Sell
210
-200
-49% -$8.69K ﹤0.01% 320
2022
Q4 		$17.1K Sell
410
-115
-22% -$4.81K 0.01% 279
2022
Q3 		$20K Hold
525
– – 0.01% 278
2022
Q2 		$21K Buy
+525
New +$23.3K 0.01% 277

Other funds holding DFUS

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MPW
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RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
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
PL
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return