SW
DFUS

SkyOak Wealth’s Dimensional US Equity ETF DFUS Stock Holding History

SkyOak Wealth’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
2025
Q1 		– Sell
-4,213
Closed -$269K – 253
2024
Q4 		$269K Buy
+4,213
New +$270K 0.06% 199

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $2.89B AUM 18.44% 1-Year Est. Return

SkyOak Wealth's DFUS Position: Q1 2025 in Review

SkyOak Wealth sold out of Dimensional US Equity ETF (DFUS) in Q1 2025, closing a stake of 4,213 shares — an estimated $269K sold.

SkyOak Wealth first reported a position in DFUS in Q4 2024 and held it in 1 quarter. The position peaked at $269K in Q4 2024. 703 funds tracked by Wall St. Rank hold DFUS as of Q1 2025.

  • SkyOak Wealth reported no remaining Dimensional US Equity ETF position as of Q1 2025 after selling out during the quarter.
  • SkyOak Wealth sold 4,213 Dimensional US Equity ETF shares in Q1 2025, an estimated $269K.
  • SkyOak Wealth first reported a position in Dimensional US Equity ETF in Q4 2024 and held it in 1 quarter.
  • SkyOak Wealth's Dimensional US Equity ETF position peaked at $269K in Q4 2024.
  • 703 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2025.

Based on SkyOak Wealth's 13F filing for Q1 2025, filed 1 May 2025.