OC
DFSV

Oakworth Capital’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Oakworth Capital’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 		$68.2K Hold
1,759
– – ﹤0.01% 416
2026
Q1 		$61.6K Hold
1,759
– – ﹤0.01% 421
2025
Q4 		$57.9K Hold
1,759
– – ﹤0.01% 414
2025
Q3 		$56K Buy
+1,759
New +$55K ﹤0.01% 422

Other funds holding DFSV

MG
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
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
IAS
Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Oakworth Capital's DFSV Position: Q2 2026 in Review

Oakworth Capital held its Dimensional US Small Cap Value ETF (DFSV) position steady in Q2 2026 at 1,759 shares worth $68.2K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Oakworth Capital first reported a position in DFSV in Q3 2025 and has held it in 4 quarters since. 332 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Oakworth Capital held 1,759 shares of Dimensional US Small Cap Value ETF worth $68.2K as of Q2 2026.
  • Oakworth Capital left its Dimensional US Small Cap Value ETF share count unchanged in Q2 2026.
  • Dimensional US Small Cap Value ETF made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #416 holding.
  • Oakworth Capital first reported a position in Dimensional US Small Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 332 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.