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

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

Clark Asset Management's DFUS Position: Q2 2026 in Review

Clark Asset Management increased its Dimensional US Equity ETF (DFUS) stake by 9.3% in Q2 2026, buying an estimated $396K and bringing the position to 58,614 shares worth $4.8M. The position accounts for 0.38% of the portfolio, ranked #30.

Clark Asset Management first reported a position in DFUS in Q2 2023 and has held it in 13 quarters since. 873 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Clark Asset Management held 58,614 shares of Dimensional US Equity ETF worth $4.8M as of Q2 2026.
Clark Asset Management bought 5,002 Dimensional US Equity ETF shares in Q2 2026, an estimated $396K.
Dimensional US Equity ETF made up 0.38% of Clark Asset Management's portfolio in Q2 2026, its #30 holding.
Clark Asset Management first reported a position in Dimensional US Equity ETF in Q2 2023 and has held it in 13 quarters since.
873 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.