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Golden State Equity Partners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Golden State Equity Partners’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 		– Sell
-5,460
Closed -$265K – 677
2026
Q1 		$265K Buy
+5,460
New +$268K 0.02% 599

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

Golden State Equity Partners sold out of Dimensional US Marketwide Value ETF (DFUV) in Q2 2026, closing a stake of 5,460 shares — an estimated $265K sold.

Golden State Equity Partners first reported a position in DFUV in Q1 2026 and held it in 1 quarter. The position peaked at $265K in Q1 2026. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Golden State Equity Partners reported no remaining Dimensional US Marketwide Value ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 5,460 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $265K.
  • Golden State Equity Partners first reported a position in Dimensional US Marketwide Value ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's Dimensional US Marketwide Value ETF position peaked at $265K in Q1 2026.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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