Oak Wealth Advisors’s Dimensional International Value ETF DFIV Stock Holding History

Oak Wealth Advisors’s Portfolio DFIV Stock Details DFIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$670K	Buy	12,402 +87	+0.7%	+$4.78K	0.32%	41
2026 Q1	$650K	Buy	12,315 +11	+0.1%	+$583	0.36%	39
2025 Q4	$614K	Buy	12,304 +45	+0.4%	+$2.14K	0.35%	38
2025 Q3	$565K	Sell	12,259 -497	-4%	-$22.2K	0.33%	41
2025 Q2	$546K	Buy	12,756 +576	+5%	+$23.5K	0.35%	41
2025 Q1	$479K	Hold	12,180	–	–	0.35%	34
2024 Q4	$432K	Buy	+12,180	New	+$447K	0.33%	37

Other funds holding DFIV

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Team Hewins Redwood City, California $366M AUM 29.87% 1-Year Est. Return

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

Evanson Financial Mclean, Virginia $2.04B AUM

Oak Wealth Advisors's DFIV Position: Q2 2026 in Review

Oak Wealth Advisors increased its Dimensional International Value ETF (DFIV) stake by 0.71% in Q2 2026, buying an estimated $4.78K and bringing the position to 12,402 shares worth $670K. The position accounts for 0.32% of the portfolio, ranked #41.

Oak Wealth Advisors first reported a position in DFIV in Q4 2024 and has held it in 7 quarters since. 423 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Oak Wealth Advisors held 12,402 shares of Dimensional International Value ETF worth $670K as of Q2 2026.
Oak Wealth Advisors bought 87 Dimensional International Value ETF shares in Q2 2026, an estimated $4.78K.
Dimensional International Value ETF made up 0.32% of Oak Wealth Advisors's portfolio in Q2 2026, its #41 holding.
Oak Wealth Advisors first reported a position in Dimensional International Value ETF in Q4 2024 and has held it in 7 quarters since.
423 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Oak Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.