Oak Wealth Advisors
DFIV icon

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
Q3 		$694K Buy
12,432
+30
+0.2% +$1.71K 0.31% 41
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

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Oak Wealth Advisors's DFIV Position: Q3 2026 in Review

Oak Wealth Advisors increased its Dimensional International Value ETF (DFIV) stake by 0.24% in Q3 2026, buying an estimated $1.71K and bringing the position to 12,432 shares worth $694K. The position accounts for 0.31% of the portfolio, ranked #41.

Oak Wealth Advisors first reported a position in DFIV in Q4 2024 and has held it in 8 quarters since. 649 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

  • Oak Wealth Advisors held 12,432 shares of Dimensional International Value ETF worth $694K as of Q3 2026.
  • Oak Wealth Advisors bought 30 Dimensional International Value ETF shares in Q3 2026, an estimated $1.71K.
  • Dimensional International Value ETF made up 0.31% of Oak Wealth Advisors's portfolio in Q3 2026, its #41 holding.
  • Oak Wealth Advisors first reported a position in Dimensional International Value ETF in Q4 2024 and has held it in 8 quarters since.
  • 649 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on Oak Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.