DKM Wealth Management’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

DKM Wealth 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 Q1	$3.46M	Buy	125,581 +3,022	+2%	+$85.2K	2.5%	13
2025 Q4	$3.48M	Buy	122,559 +13,211	+12%	+$359K	2.59%	11
2025 Q3	$2.93M	Buy	109,348 +5,618	+5%	+$147K	2.35%	11
2025 Q2	$2.66M	Buy	103,730 +40,086	+63%	+$967K	2.3%	12
2025 Q1	$1.56M	Buy	+63,644	New	+$1.56M	1.51%	14

Other funds holding OAKM

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HWM

Horizon Wealth Management La Grange, Illinois $682M AUM 25.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Abound Financial Granite Bay, California $229M AUM 17.03% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

DKM Wealth Management's OAKM Position: Q1 2026 in Review

DKM Wealth Management increased its Oakmark U.S. Large Cap ETF (OAKM) stake by 2.5% in Q1 2026, buying an estimated $85.2K and bringing the position to 125,581 shares worth $3.46M. The position accounts for 2.5% of the portfolio, ranked #13.

DKM Wealth Management first reported a position in OAKM in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.48M in Q4 2025. 97 funds tracked by Wall St. Rank hold OAKM as of Q1 2026.

DKM Wealth Management held 125,581 shares of Oakmark U.S. Large Cap ETF worth $3.46M as of Q1 2026.
DKM Wealth Management bought 3,022 Oakmark U.S. Large Cap ETF shares in Q1 2026, an estimated $85.2K.
Oakmark U.S. Large Cap ETF made up 2.5% of DKM Wealth Management's portfolio in Q1 2026, its #13 holding.
DKM Wealth Management first reported a position in Oakmark U.S. Large Cap ETF in Q1 2025 and has held it in 5 quarters since.
DKM Wealth Management's Oakmark U.S. Large Cap ETF position peaked at $3.48M in Q4 2025.
97 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q1 2026.

Based on DKM Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.