Clark Asset Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Clark Asset Management’s Portfolio DFUV Stock Details DFUV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.38M	Buy	61,519 +3,349	+6%	+$176K	0.27%	40
2026 Q1	$2.82M	Buy	58,170 +3,329	+6%	+$163K	0.26%	44
2025 Q4	$2.56M	Buy	54,841 +28,410	+107%	+$1.29M	0.27%	41
2025 Q3	$1.18M	Hold	26,431	–	–	0.14%	62
2025 Q2	$1.12M	Buy	26,431 +8,197	+45%	+$329K	0.15%	59
2025 Q1	$751K	Hold	18,234	–	–	0.13%	69
2024 Q4	$746K	Buy	18,234 +2,531	+16%	+$107K	0.14%	61
2024 Q3	$655K	Hold	15,703	–	–	0.14%	61
2024 Q2	$617K	Hold	15,703	–	–	0.17%	50
2024 Q1	$642K	Hold	15,703	–	–	0.2%	44
2023 Q4	$584K	Hold	15,703	–	–	0.21%	42
2023 Q3	$534K	Hold	15,703	–	–	0.23%	41
2023 Q2	$542K	Buy	+15,703	New	+$525K	0.25%	39

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

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

Clark Asset Management increased its Dimensional US Marketwide Value ETF (DFUV) stake by 5.8% in Q2 2026, buying an estimated $176K and bringing the position to 61,519 shares worth $3.38M. The position accounts for 0.27% of the portfolio, ranked #40.

Clark Asset Management first reported a position in DFUV in Q2 2023 and has held it in 13 quarters since. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Clark Asset Management held 61,519 shares of Dimensional US Marketwide Value ETF worth $3.38M as of Q2 2026.
Clark Asset Management bought 3,349 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $176K.
Dimensional US Marketwide Value ETF made up 0.27% of Clark Asset Management's portfolio in Q2 2026, its #40 holding.
Clark Asset Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2023 and has held it in 13 quarters since.
797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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