ARK & TLK Investments’s Dimensional US Equity ETF DFUS Stock Holding History

ARK & TLK Investments’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	$37.2M	Sell	453,692 -1,732	-0.4%	-$137K	9.16%	3
2026 Q1	$32.3M	Sell	455,424 -4,641	-1%	-$344K	8.74%	3
2025 Q4	$34.1M	Sell	460,065 -2,920	-0.6%	-$215K	9.39%	3
2025 Q3	$33.5M	Sell	462,985 -19,613	-4%	-$1.37M	10.64%	2
2025 Q2	$32.3M	Sell	482,598 -4,796	-1%	-$297K	10.38%	2
2025 Q1	$29.5M	Sell	487,394 -4,364	-0.9%	-$279K	10.39%	2
2024 Q4	$31.3M	Sell	491,758 -6,975	-1%	-$447K	10.89%	2
2024 Q3	$31M	Sell	498,733 -8,761	-2%	-$525K	11.03%	2
2024 Q2	$29.9M	Sell	507,494 -3,866	-0.8%	-$220K	11.17%	2
2024 Q1	$29.1M	Sell	511,360 -14,483	-3%	-$784K	11.37%	2
2023 Q4	$27.3M	Buy	+525,843	New	+$25.5M	10.9%	2

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

ARK & TLK Investments's DFUS Position: Q2 2026 in Review

ARK & TLK Investments reduced its Dimensional US Equity ETF (DFUS) stake by 0.38% in Q2 2026, selling an estimated $137K and leaving 453,692 shares worth $37.2M. The position accounts for 9.16% of the portfolio, ranked #3.

ARK & TLK Investments first reported a position in DFUS in Q4 2023 and has held it in 11 quarters since. 870 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

ARK & TLK Investments held 453,692 shares of Dimensional US Equity ETF worth $37.2M as of Q2 2026.
ARK & TLK Investments sold 1,732 Dimensional US Equity ETF shares in Q2 2026, an estimated $137K.
Dimensional US Equity ETF made up 9.16% of ARK & TLK Investments's portfolio in Q2 2026, its #3 holding.
ARK & TLK Investments first reported a position in Dimensional US Equity ETF in Q4 2023 and has held it in 11 quarters since.
870 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on ARK & TLK Investments's 13F filing for Q2 2026, filed 20 Jul 2026.