CCMG
DFUS

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

Clark Capital Management Group’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
Q1 		$246K Sell
3,475
-8
-0.2% -$593 ﹤0.01% 473
2025
Q4 		$258K Hold
3,483
– – ﹤0.01% 449
2025
Q3 		$252K Hold
3,483
– – ﹤0.01% 416
2025
Q2 		$233K Sell
3,483
-1,057
-23% -$65.5K ﹤0.01% 400
2025
Q1 		$275K Sell
4,540
-1,426
-24% -$91.1K ﹤0.01% 388
2024
Q4 		$380K Sell
5,966
-187
-3% -$12K ﹤0.01% 353
2024
Q3 		$383K Hold
6,153
– – ﹤0.01% 348
2024
Q2 		$362K Buy
+6,153
New +$350K ﹤0.01% 335
2024
Q1 		– Sell
-3,922
Closed -$203K – 397
2023
Q4 		$203K Buy
+3,922
New +$190K ﹤0.01% 365
2023
Q3 		– Sell
-25,143
Closed -$1.21M – 341
2023
Q2 		$1.21M Hold
25,143
– – 0.01% 248
2023
Q1 		$1.12M Hold
25,143
– – 0.01% 248
2022
Q4 		$1.05M Buy
+25,143
New +$1.05M 0.01% 254

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return