Bull Oak Capital’s Dimensional US Equity ETF DFUS Stock Holding History

Bull Oak Capital’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	$252K	Hold	3,079	–	–	0.08%	36
2026 Q1	$218K	Hold	3,079	–	–	0.08%	37
2025 Q4	$228K	Hold	3,079	–	–	0.09%	36
2025 Q3	$223K	Hold	3,079	–	–	0.09%	32
2025 Q2	$206K	Buy	+3,079	New	+$191K	0.09%	31
2024 Q4	–	Sell	-3,171	Closed	-$197K	–	41
2024 Q3	$197K	Sell	3,171 -166	-5%	-$9.94K	0.11%	27
2024 Q2	$196K	Sell	3,337 -1,111	-25%	-$63.2K	0.13%	18
2024 Q1	$253K	Sell	4,448 -5	-0.1%	-$271	0.17%	17
2023 Q4	$231K	Sell	4,453 -608	-12%	-$29.4K	0.06%	17
2023 Q3	$236K	Buy	+5,061	New	+$245K	0.26%	13

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

Bull Oak Capital's DFUS Position: Q2 2026 in Review

Bull Oak Capital held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 3,079 shares worth $252K. The position accounts for 0.08% of the portfolio, ranked #36.

Bull Oak Capital first reported a position in DFUS in Q3 2023 and has held it in 10 quarters since. The position peaked at $253K in Q1 2024. 873 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Bull Oak Capital held 3,079 shares of Dimensional US Equity ETF worth $252K as of Q2 2026.
Bull Oak Capital left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up 0.08% of Bull Oak Capital's portfolio in Q2 2026, its #36 holding.
Bull Oak Capital first reported a position in Dimensional US Equity ETF in Q3 2023 and has held it in 10 quarters since.
Bull Oak Capital's Dimensional US Equity ETF position peaked at $253K in Q1 2024.
873 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Bull Oak Capital's 13F filing for Q2 2026, filed 10 Aug 2026.