BOC
DFUS

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
2023
Q3 		– Sell
-5,370
Closed -$259K – 85
2023
Q2 		$259K Sell
5,370
-206
-4% -$9.37K 0.19% 15
2023
Q1 		$248K Buy
+5,576
New +$242K 0.19% 16

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
IFA
Index Fund Advisors 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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Bull Oak Capital's DFUS Position: Q1 2026 in Review

Bull Oak Capital held its Dimensional US Equity ETF (DFUS) position steady in Q1 2026 at 3,079 shares worth $218K. The position accounts for 0.08% of the portfolio, ranked #37.

Bull Oak Capital first reported a position in DFUS in Q3 2023 and has held it in 9 quarters since. The position peaked at $253K in Q1 2024. 851 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Bull Oak Capital held 3,079 shares of Dimensional US Equity ETF worth $218K as of Q1 2026.
  • Bull Oak Capital left its Dimensional US Equity ETF share count unchanged in Q1 2026.
  • Dimensional US Equity ETF made up 0.08% of Bull Oak Capital's portfolio in Q1 2026, its #37 holding.
  • Bull Oak Capital first reported a position in Dimensional US Equity ETF in Q3 2023 and has held it in 9 quarters since.
  • Bull Oak Capital's Dimensional US Equity ETF position peaked at $253K in Q1 2024.
  • 851 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Bull Oak Capital's 13F filing for Q1 2026, filed 11 May 2026.