Oakworth Capital’s Dimensional US Equity ETF DFUS Stock Holding History

Oakworth Capital’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	$170K	Hold	2,078	–	–	0.01%	285
2026 Q1	$147K	Hold	2,078	–	–	0.01%	292
2025 Q4	$154K	Hold	2,078	–	–	0.01%	284
2025 Q3	$151K	Hold	2,078	–	–	0.01%	275
2025 Q2	$139K	Buy	2,078 +373	+22%	+$23.1K	0.01%	248
2025 Q1	$103K	Hold	1,705	–	–	0.01%	291
2024 Q4	$109K	Hold	1,705	–	–	0.01%	276
2024 Q3	$106K	Hold	1,705	–	–	0.01%	271
2024 Q2	$100K	Hold	1,705	–	–	0.01%	266
2024 Q1	$97.2K	Hold	1,705	–	–	0.01%	255
2023 Q4	$88.4K	Hold	1,705	–	–	0.01%	261
2023 Q3	$79.4K	Hold	1,705	–	–	0.01%	250
2023 Q2	$82.1K	Hold	1,705	–	–	0.01%	257
2023 Q1	$75.8K	Hold	1,705	–	–	0.01%	256
2022 Q4	$70.9K	Hold	1,705	–	–	0.01%	252
2022 Q3	$66K	Hold	1,705	–	–	0.01%	269
2022 Q2	$69K	Buy	+1,705	New	+$75.6K	0.01%	267
2022 Q1	–	Sell	-1,705	Closed	-$88K	–	552
2021 Q4	$88K	Hold	1,705	–	–	0.01%	275
2021 Q3	$80K	Hold	1,705	–	–	0.01%	269
2021 Q2	$80K	Buy	+1,705	New	+$79.5K	0.01%	267

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

Oakworth Capital's DFUS Position: Q2 2026 in Review

Oakworth Capital held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 2,078 shares worth $170K. The position accounts for 0.01% of the portfolio, ranked #285.

Oakworth Capital first reported a position in DFUS in Q2 2021 and has held it in 20 quarters since. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Oakworth Capital held 2,078 shares of Dimensional US Equity ETF worth $170K as of Q2 2026.
Oakworth Capital left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up 0.01% of Oakworth Capital's portfolio in Q2 2026, its #285 holding.
Oakworth Capital first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 20 quarters since.
868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.