Clark Asset Management’s Dimensional US Equity ETF DFUS Stock Holding History

Clark Asset Management’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	$4.8M	Buy	58,614 +5,002	+9%	+$396K	0.38%	30
2026 Q1	$3.8M	Buy	53,612 +5	+0%	+$371	0.36%	33
2025 Q4	$3.98M	Buy	53,607 +3	+0%	+$220	0.41%	32
2025 Q3	$3.88M	Buy	53,604 +22,747	+74%	+$1.58M	0.45%	32
2025 Q2	$2.07M	Buy	30,857 +11,978	+63%	+$742K	0.28%	38
2025 Q1	$1.14M	Buy	18,879 +4	+0%	+$256	0.19%	43
2024 Q4	$1.2M	Buy	18,875 +6	+0%	+$385	0.22%	43
2024 Q3	$1.17M	Sell	18,869 -4,020	-18%	-$241K	0.25%	38
2024 Q2	$1.35M	Buy	22,889 +4,029	+21%	+$229K	0.37%	30
2024 Q1	$1.07M	Buy	18,860 +2	+0%	+$108	0.33%	34
2023 Q4	$977K	Buy	18,858 +8	+0%	+$387	0.36%	30
2023 Q3	$877K	Buy	18,850 +1,758	+10%	+$85K	0.38%	29
2023 Q2	$823K	Buy	+17,092	New	+$777K	0.39%	30

Other funds holding DFUS

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return