GSEP
DFUS

Golden State Equity Partners’s Dimensional US Equity ETF DFUS Stock Holding History

Golden State Equity Partners’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 		$857K Buy
12,085
+1,934
+19% +$143K 0.06% 316
2025
Q4 		$753K Buy
+10,151
New +$746K 0.12% 192

Other funds holding DFUS

Prudential Financial
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Focus Partners Wealth
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 $2.16B 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

Golden State Equity Partners's DFUS Position: Q1 2026 in Review

Golden State Equity Partners increased its Dimensional US Equity ETF (DFUS) stake by 19% in Q1 2026, buying an estimated $143K and bringing the position to 12,085 shares worth $857K. The position accounts for 0.06% of the portfolio, ranked #316.

Golden State Equity Partners first reported a position in DFUS in Q4 2025 and has held it in 2 quarters since. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Golden State Equity Partners held 12,085 shares of Dimensional US Equity ETF worth $857K as of Q1 2026.
  • Golden State Equity Partners bought 1,934 Dimensional US Equity ETF shares in Q1 2026, an estimated $143K.
  • Dimensional US Equity ETF made up 0.06% of Golden State Equity Partners's portfolio in Q1 2026, its #316 holding.
  • Golden State Equity Partners first reported a position in Dimensional US Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.