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GWM
DFUS
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
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
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1-Year Est. Return
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20.5%
1-Year Est. Return
MPW
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$3.19B AUM
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1-Year Est. Return
RFP
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$2.16B AUM
18.08%
1-Year Est. Return
VT
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$5.09B AUM
22.62%
1-Year Est. Return
IFA
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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
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$376B AUM
19.32%
1-Year Est. Return
Mercer Global Advisors
Denver, Colorado
$67.6B AUM
18.3%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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