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 Q2	$2.92M	Sell	103,754 -21,827	-17%	-$612K	1.91%	14
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 $5.69B AUM 22.16% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $369B AUM 28.27% 1-Year Est. Return

Abound Financial Granite Bay, California $251M AUM 20.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

DKM Wealth Management's OAKM Position: Q2 2026 in Review

DKM Wealth Management reduced its Oakmark U.S. Large Cap ETF (OAKM) stake by 17% in Q2 2026, selling an estimated $612K and leaving 103,754 shares worth $2.92M. The position accounts for 1.91% of the portfolio, ranked #14.

DKM Wealth Management first reported a position in OAKM in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.48M in Q4 2025. 97 funds tracked by Wall St. Rank hold OAKM as of Q2 2026.

DKM Wealth Management held 103,754 shares of Oakmark U.S. Large Cap ETF worth $2.92M as of Q2 2026.
DKM Wealth Management sold 21,827 Oakmark U.S. Large Cap ETF shares in Q2 2026, an estimated $612K.
Oakmark U.S. Large Cap ETF made up 1.91% of DKM Wealth Management's portfolio in Q2 2026, its #14 holding.
DKM Wealth Management first reported a position in Oakmark U.S. Large Cap ETF in Q1 2025 and has held it in 6 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 Q2 2026.

Based on DKM Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.