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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
Q2 		$1.64K Hold
20
– – ﹤0.01% 425
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

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
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

Global Trust Asset Management's DFUS Position: Q2 2026 in Review

Global Trust Asset Management held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 20 shares worth $1.64K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Global Trust Asset Management first reported a position in DFUS in Q2 2022 and has held it in 17 quarters since. The position peaked at $120K in Q2 2024. 875 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Global Trust Asset Management held 20 shares of Dimensional US Equity ETF worth $1.64K as of Q2 2026.
  • Global Trust Asset Management left its Dimensional US Equity ETF share count unchanged in Q2 2026.
  • Dimensional US Equity ETF made up ﹤0.01% of Global Trust Asset Management's portfolio in Q2 2026, its #425 holding.
  • Global Trust Asset Management first reported a position in Dimensional US Equity ETF in Q2 2022 and has held it in 17 quarters since.
  • Global Trust Asset Management's Dimensional US Equity ETF position peaked at $120K in Q2 2024.
  • 875 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Global Trust Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.