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 Q3	$5.04M	Buy	60,726 +2,112	+4%	+$175K	0.37%	32
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

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Clark Asset Management's DFUS Position: Q3 2026 in Review

Clark Asset Management increased its Dimensional US Equity ETF (DFUS) stake by 3.6% in Q3 2026, buying an estimated $175K and bringing the position to 60,726 shares worth $5.04M. The position accounts for 0.37% of the portfolio, ranked #32.

Clark Asset Management first reported a position in DFUS in Q2 2023 and has held it in 14 quarters since. 637 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Clark Asset Management held 60,726 shares of Dimensional US Equity ETF worth $5.04M as of Q3 2026.
Clark Asset Management bought 2,112 Dimensional US Equity ETF shares in Q3 2026, an estimated $175K.
Dimensional US Equity ETF made up 0.37% of Clark Asset Management's portfolio in Q3 2026, its #32 holding.
Clark Asset Management first reported a position in Dimensional US Equity ETF in Q2 2023 and has held it in 14 quarters since.
637 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Clark Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.