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

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

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. 872 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.
872 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.