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GSB Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

GSB Wealth Management’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 		$366K Hold
6,646
– – 0.07% 175
2026
Q1 		$322K Hold
6,646
– – 0.07% 176
2025
Q4 		$310K Hold
6,646
– – 0.07% 180
2025
Q3 		$297K Hold
6,646
– – 0.07% 185
2025
Q2 		$281K Hold
6,646
– – 0.07% 192
2025
Q1 		$274K Sell
6,646
-145
-2% -$6.09K 0.07% 178
2024
Q4 		$278K Sell
6,791
-20
-0.3% -$849 0.07% 184
2024
Q3 		$284K Hold
6,811
– – 0.07% 184
2024
Q2 		$267K Sell
6,811
-191
-3% -$7.56K 0.07% 189
2024
Q1 		$286K Hold
7,002
– – 0.08% 181
2023
Q4 		$261K Hold
7,002
– – 0.08% 182
2023
Q3 		$238K Hold
7,002
– – 0.08% 182
2023
Q2 		$242K Hold
7,002
– – 0.08% 185
2023
Q1 		$234K Hold
7,002
– – 0.08% 191
2022
Q4 		$234K Hold
7,002
– – 0.08% 181
2022
Q3 		$207K Buy
+7,002
New +$228K 0.08% 192

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

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

GSB Wealth Management held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 6,646 shares worth $366K. The position accounts for 0.07% of the portfolio, ranked #175.

GSB Wealth Management first reported a position in DFUV in Q3 2022 and has held it in 16 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • GSB Wealth Management held 6,646 shares of Dimensional US Marketwide Value ETF worth $366K as of Q2 2026.
  • GSB Wealth Management left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.07% of GSB Wealth Management's portfolio in Q2 2026, its #175 holding.
  • GSB Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q3 2022 and has held it in 16 quarters since.
  • 797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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