Oakwell Private Wealth Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Oakwell Private Wealth Management’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	$535K	Buy	+13,789	New	+$515K	0.09%	57

Other funds holding DFSV

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Oakwell Private Wealth Management's DFSV Position: Q2 2026 in Review

Oakwell Private Wealth Management opened a new position in Dimensional US Small Cap Value ETF (DFSV) in Q2 2026: 13,789 shares worth $535K. The stake represents 0.09% of the portfolio and ranks #57 among its holdings.

582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

Oakwell Private Wealth Management held 13,789 shares of Dimensional US Small Cap Value ETF worth $535K as of Q2 2026.
Dimensional US Small Cap Value ETF was a new Oakwell Private Wealth Management position in Q2 2026.
Dimensional US Small Cap Value ETF made up 0.09% of Oakwell Private Wealth Management's portfolio in Q2 2026, its #57 holding.
582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.