GSB Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

GSB Wealth 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	$504K	Hold	6,153	–	–	0.1%	153
2026 Q1	$436K	Sell	6,153 -200	-3%	-$14.8K	0.1%	151
2025 Q4	$471K	Hold	6,353	–	–	0.11%	143
2025 Q3	$460K	Hold	6,353	–	–	0.1%	142
2025 Q2	$426K	Hold	6,353	–	–	0.1%	153
2025 Q1	$384K	Hold	6,353	–	–	0.1%	153
2024 Q4	$405K	Hold	6,353	–	–	0.1%	151
2024 Q3	$395K	Sell	6,353 -60	-0.9%	-$3.59K	0.1%	154
2024 Q2	$377K	Sell	6,413 -100	-2%	-$5.68K	0.1%	158
2024 Q1	$371K	Hold	6,513	–	–	0.1%	159
2023 Q4	$338K	Hold	6,513	–	–	0.1%	157
2023 Q3	$303K	Hold	6,513	–	–	0.1%	158
2023 Q2	$314K	Hold	6,513	–	–	0.1%	161
2023 Q1	$289K	Hold	6,513	–	–	0.09%	168
2022 Q4	$271K	Hold	6,513	–	–	0.1%	168
2022 Q3	$253K	Hold	6,513	–	–	0.09%	180
2022 Q2	$265K	Hold	6,513	–	–	0.09%	184
2022 Q1	$319K	Hold	6,513	–	–	0.09%	181
2021 Q4	$337K	Hold	6,513	–	–	0.1%	178
2021 Q3	$307K	Sell	6,513 -127	-2%	-$6.14K	0.16%	124
2021 Q2	$313K	Buy	+6,640	New	+$310K	0.1%	180

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

GSB Wealth Management's DFUS Position: Q2 2026 in Review

GSB Wealth Management held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 6,153 shares worth $504K. The position accounts for 0.1% of the portfolio, ranked #153.

GSB Wealth Management first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

GSB Wealth Management held 6,153 shares of Dimensional US Equity ETF worth $504K as of Q2 2026.
GSB Wealth Management left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up 0.1% of GSB Wealth Management's portfolio in Q2 2026, its #153 holding.
GSB Wealth Management first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on GSB Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.