OWA
DFSV

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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.3M Sell
85,061
-237
-0.3% -$8.86K 1.58% 13
2026
Q1 		$2.99M Sell
85,298
-2,181
-2% -$77.1K 1.64% 13
2025
Q4 		$2.88M Sell
87,479
-4,695
-5% -$151K 1.65% 12
2025
Q3 		$2.93M Sell
92,174
-651
-0.7% -$20.3K 1.71% 12
2025
Q2 		$2.73M Buy
92,825
+24,623
+36% +$682K 1.75% 12
2025
Q1 		$1.92M Buy
68,202
+218
+0.3% +$6.6K 1.42% 12
2024
Q4 		$2.09M Buy
+67,984
New +$2.15M 1.61% 13

Other funds holding DFSV

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
UWM
United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWM
Hassell Wealth Management Houma, Louisiana $326M AUM 16.44% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Oak Wealth Advisors reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 0.28% in Q2 2026, selling an estimated $8.86K and leaving 85,061 shares worth $3.3M. The position accounts for 1.58% of the portfolio, ranked #13.

Oak Wealth Advisors first reported a position in DFSV in Q4 2024 and has held it in 7 quarters since. 268 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Oak Wealth Advisors held 85,061 shares of Dimensional US Small Cap Value ETF worth $3.3M as of Q2 2026.
  • Oak Wealth Advisors sold 237 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $8.86K.
  • Dimensional US Small Cap Value ETF made up 1.58% of Oak Wealth Advisors's portfolio in Q2 2026, its #13 holding.
  • Oak Wealth Advisors first reported a position in Dimensional US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 268 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

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