SageOak Financial’s Dimensional US Equity ETF DFUS Stock Holding History

SageOak Financial’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	–	Sell	-5,424	Closed	-$385K	–	38
2026 Q1	$385K	Buy	5,424 +529	+11%	+$39.2K	0.27%	27
2025 Q4	$363K	Buy	4,895 +140	+3%	+$10.3K	0.26%	26
2025 Q3	$344K	Buy	4,755 +151	+3%	+$10.5K	0.25%	26
2025 Q2	$309K	Buy	4,604 +168	+4%	+$10.4K	0.25%	27
2025 Q1	$268K	Buy	4,436 +781	+21%	+$49.9K	0.24%	29
2024 Q4	$233K	Buy	+3,655	New	+$234K	0.21%	42

Other funds holding DFUS

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

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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

CFO

Colony Family Offices Charlotte, North Carolina $455M AUM 21.83% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SageOak Financial's DFUS Position: Q2 2026 in Review

SageOak Financial sold out of Dimensional US Equity ETF (DFUS) in Q2 2026, closing a stake of 5,424 shares — an estimated $385K sold.

SageOak Financial first reported a position in DFUS in Q4 2024 and held it in 6 quarters. The position peaked at $385K in Q1 2026. 224 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

SageOak Financial reported no remaining Dimensional US Equity ETF position as of Q2 2026 after selling out during the quarter.
SageOak Financial sold 5,424 Dimensional US Equity ETF shares in Q2 2026, an estimated $385K.
SageOak Financial first reported a position in Dimensional US Equity ETF in Q4 2024 and held it in 6 quarters.
SageOak Financial's Dimensional US Equity ETF position peaked at $385K in Q1 2026.
224 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on SageOak Financial's 13F filing for Q2 2026, filed 14 Jul 2026.