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Oak Wealth Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Oak Wealth Advisors’s Portfolio DFSV Stock Details DFSV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.73M Buy
92,825
+24,623
+36% +$725K 1.75% 12
2025
Q1 		$1.92M Buy
68,202
+218
+0.3% +$6.14K 1.42% 12
2024
Q4 		$2.09M Buy
+67,984
New +$2.09M 1.61% 13