Cladis Investment Advisory’s Dimensional US Equity ETF DFUS Stock Holding History

Cladis Investment Advisory’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	$587K	Sell	7,167 -379	-5%	-$30K	0.27%	95
2026 Q1	$535K	Buy	7,546 +531	+8%	+$39.3K	0.29%	97
2025 Q4	$520K	Hold	7,015	–	–	0.28%	91
2025 Q3	$508K	Hold	7,015	–	–	0.29%	89
2025 Q2	$470K	Hold	7,015	–	–	0.29%	93
2025 Q1	$424K	Sell	7,015 -425	-6%	-$27.2K	0.31%	87
2024 Q4	$474K	Sell	7,440 -1,435	-16%	-$92K	0.34%	82
2024 Q3	$552K	Hold	8,875	–	–	0.38%	74
2024 Q2	$522K	Hold	8,875	–	–	0.38%	77
2024 Q1	$506K	Hold	8,875	–	–	0.37%	77
2023 Q4	$460K	Sell	8,875 -8	-0.1%	-$387	0.36%	78
2023 Q3	$414K	Hold	8,883	–	–	0.36%	75
2023 Q2	$428K	Hold	8,883	–	–	0.37%	78
2023 Q1	$395K	Hold	8,883	–	–	0.35%	81
2022 Q4	$370K	Sell	8,883 -1,000	-10%	-$41.8K	0.37%	79
2022 Q3	$384K	Hold	9,883	–	–	0.42%	78
2022 Q2	$403K	Hold	9,883	–	–	0.4%	82
2022 Q1	$484K	Hold	9,883	–	–	0.39%	82
2021 Q4	$511K	Buy	+9,883	New	+$497K	0.41%	75

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

Cladis Investment Advisory's DFUS Position: Q2 2026 in Review

Cladis Investment Advisory reduced its Dimensional US Equity ETF (DFUS) stake by 5% in Q2 2026, selling an estimated $30K and leaving 7,167 shares worth $587K. The position accounts for 0.27% of the portfolio, ranked #95.

Cladis Investment Advisory first reported a position in DFUS in Q4 2021 and has held it in 19 quarters since. 875 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Cladis Investment Advisory held 7,167 shares of Dimensional US Equity ETF worth $587K as of Q2 2026.
Cladis Investment Advisory sold 379 Dimensional US Equity ETF shares in Q2 2026, an estimated $30K.
Dimensional US Equity ETF made up 0.27% of Cladis Investment Advisory's portfolio in Q2 2026, its #95 holding.
Cladis Investment Advisory first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 19 quarters since.
875 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Cladis Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.