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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$896K Hold
21,190
0.57% 26
2025
Q1
$873K Sell
21,190
-185
-0.9% -$7.62K 0.65% 21
2024
Q4
$875K Buy
+21,375
New +$875K 0.67% 23