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 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

TWA

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

EWM

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

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

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

TCOTS

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

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

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

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

Oak Wealth Advisors held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 17,157 shares worth $944K. The position accounts for 0.45% of the portfolio, ranked #31.

Oak Wealth Advisors first reported a position in DFUV in Q4 2024 and has held it in 7 quarters since. The position peaked at $947K in Q3 2025. 359 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Oak Wealth Advisors held 17,157 shares of Dimensional US Marketwide Value ETF worth $944K as of Q2 2026.
Oak Wealth Advisors left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.45% of Oak Wealth Advisors's portfolio in Q2 2026, its #31 holding.
Oak Wealth Advisors first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 7 quarters since.
Oak Wealth Advisors's Dimensional US Marketwide Value ETF position peaked at $947K in Q3 2025.
359 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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