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
Q2 		– Sell
-12,085
Closed -$857K – 676
2026
Q1 		$857K Buy
12,085
+1,934
+19% +$143K 0.06% 316
2025
Q4 		$753K Buy
+10,151
New +$746K 0.12% 192

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MPW
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RFP
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IFA
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VT
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PL
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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TWA
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SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Golden State Equity Partners's DFUS Position: Q2 2026 in Review

Golden State Equity Partners sold out of Dimensional US Equity ETF (DFUS) in Q2 2026, closing a stake of 12,085 shares — an estimated $857K sold.

Golden State Equity Partners first reported a position in DFUS in Q4 2025 and held it in 2 quarters. The position peaked at $857K in Q1 2026. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Golden State Equity Partners reported no remaining Dimensional US Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 12,085 Dimensional US Equity ETF shares in Q2 2026, an estimated $857K.
  • Golden State Equity Partners first reported a position in Dimensional US Equity ETF in Q4 2025 and held it in 2 quarters.
  • Golden State Equity Partners's Dimensional US Equity ETF position peaked at $857K in Q1 2026.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.