OWA
DFUS

Oak Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Oak Wealth Advisors’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 		$5.98M Sell
72,991
-123
-0.2% -$9.73K 2.87% 12
2026
Q1 		$5.18M Sell
73,114
-47
-0.1% -$3.48K 2.85% 11
2025
Q4 		$5.43M Sell
73,161
-8,083
-10% -$594K 3.12% 11
2025
Q3 		$5.89M Sell
81,244
-854
-1% -$59.5K 3.42% 9
2025
Q2 		$5.5M Buy
82,098
+79
+0.1% +$4.89K 3.53% 9
2025
Q1 		$4.96M Sell
82,019
-530
-0.6% -$33.9K 3.67% 9
2024
Q4 		$5.26M Buy
+82,549
New +$5.29M 4.05% 8

Other funds holding DFUS

RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFM
Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Oak Wealth Advisors's DFUS Position: Q2 2026 in Review

Oak Wealth Advisors reduced its Dimensional US Equity ETF (DFUS) stake by 0.17% in Q2 2026, selling an estimated $9.73K and leaving 72,991 shares worth $5.98M. The position accounts for 2.87% of the portfolio, ranked #12.

Oak Wealth Advisors first reported a position in DFUS in Q4 2024 and has held it in 7 quarters since. 401 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Oak Wealth Advisors held 72,991 shares of Dimensional US Equity ETF worth $5.98M as of Q2 2026.
  • Oak Wealth Advisors sold 123 Dimensional US Equity ETF shares in Q2 2026, an estimated $9.73K.
  • Dimensional US Equity ETF made up 2.87% of Oak Wealth Advisors's portfolio in Q2 2026, its #12 holding.
  • Oak Wealth Advisors first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 401 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Oak Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.