Dickmeyer Boyce Financial Management’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

Dickmeyer Boyce Financial Management’s Portfolio OAKM Stock Details OAKM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$525K	Buy	17,896 +1,548	+9%	+$47K	0.27%	84
2026 Q2	$461K	Buy	16,348 +573	+4%	+$16.1K	0.24%	92
2026 Q1	$435K	Buy	+15,775	New	+$445K	0.26%	83

Other funds holding OAKM

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return

Dickmeyer Boyce Financial Management's OAKM Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management increased its Oakmark U.S. Large Cap ETF (OAKM) stake by 9.5% in Q3 2026, buying an estimated $47K and bringing the position to 17,896 shares worth $525K. The position accounts for 0.27% of the portfolio, ranked #84.

Dickmeyer Boyce Financial Management first reported a position in OAKM in Q1 2026 and has held it in 3 quarters since. 3 funds tracked by Wall St. Rank hold OAKM as of Q3 2026.

Dickmeyer Boyce Financial Management held 17,896 shares of Oakmark U.S. Large Cap ETF worth $525K as of Q3 2026.
Dickmeyer Boyce Financial Management bought 1,548 Oakmark U.S. Large Cap ETF shares in Q3 2026, an estimated $47K.
Oakmark U.S. Large Cap ETF made up 0.27% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #84 holding.
Dickmeyer Boyce Financial Management first reported a position in Oakmark U.S. Large Cap ETF in Q1 2026 and has held it in 3 quarters since.
3 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.