Old Peak Finance’s Dimensional US Equity ETF DFUS Stock Holding History

Old Peak Finance’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	$2.55M	Hold	31,108	–	–	1.23%	11
2026 Q1	$2.21M	Hold	31,108	–	–	1.29%	9
2025 Q4	$2.31M	Buy	+31,108	New	+$2.29M	1.42%	9

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

Old Peak Finance's DFUS Position: Q2 2026 in Review

Old Peak Finance held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 31,108 shares worth $2.55M. The position accounts for 1.23% of the portfolio, ranked #11.

Old Peak Finance first reported a position in DFUS in Q4 2025 and has held it in 3 quarters since. 867 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Old Peak Finance held 31,108 shares of Dimensional US Equity ETF worth $2.55M as of Q2 2026.
Old Peak Finance left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up 1.23% of Old Peak Finance's portfolio in Q2 2026, its #11 holding.
Old Peak Finance first reported a position in Dimensional US Equity ETF in Q4 2025 and has held it in 3 quarters since.
867 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Old Peak Finance's 13F filing for Q2 2026, filed 3 Aug 2026.