Oak Wealth Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$925K	Sell	16,811 -346	-2%	-$19.4K	0.42%	34
2026 Q2	$944K	Hold	17,157	–	–	0.45%	31
2026 Q1	$831K	Sell	17,157 -1,204	-7%	-$59.1K	0.46%	32
2025 Q4	$855K	Sell	18,361 -2,829	-13%	-$128K	0.49%	27
2025 Q3	$947K	Hold	21,190	–	–	0.55%	26
2025 Q2	$896K	Hold	21,190	–	–	0.57%	26
2025 Q1	$873K	Sell	21,190 -185	-0.9%	-$7.77K	0.65%	21
2024 Q4	$875K	Buy	+21,375	New	+$907K	0.67%	23

Other funds holding DFUV

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return

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

Oak Wealth Advisors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 2% in Q3 2026, selling an estimated $19.4K and leaving 16,811 shares worth $925K. The position accounts for 0.42% of the portfolio, ranked #34.

Oak Wealth Advisors first reported a position in DFUV in Q4 2024 and has held it in 8 quarters since. The position peaked at $947K in Q3 2025. 547 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

Oak Wealth Advisors held 16,811 shares of Dimensional US Marketwide Value ETF worth $925K as of Q3 2026.
Oak Wealth Advisors sold 346 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $19.4K.
Dimensional US Marketwide Value ETF made up 0.42% of Oak Wealth Advisors's portfolio in Q3 2026, its #34 holding.
Oak Wealth Advisors first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 8 quarters since.
Oak Wealth Advisors's Dimensional US Marketwide Value ETF position peaked at $947K in Q3 2025.
547 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

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