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Oakworth Capital’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Oakworth Capital’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 		$736K Buy
13,401
+684
+5% +$35.9K 0.04% 121
2026
Q1 		$616K Hold
12,717
– – 0.03% 129
2025
Q4 		$592K Hold
12,717
– – 0.03% 124
2025
Q3 		$568K Sell
12,717
-101
-0.8% -$4.4K 0.03% 128
2025
Q2 		$542K Buy
12,818
+3,240
+34% +$130K 0.03% 117
2025
Q1 		$395K Buy
9,578
+3,166
+49% +$133K 0.03% 140
2024
Q4 		$262K Hold
6,412
– – 0.02% 175
2024
Q3 		$267K Sell
6,412
-269
-4% -$10.9K 0.02% 177
2024
Q2 		$262K Buy
6,681
+269
+4% +$10.6K 0.02% 171
2024
Q1 		$262K Sell
6,412
-5,803
-48% -$222K 0.02% 171
2023
Q4 		$455K Hold
12,215
– – 0.04% 124
2023
Q3 		$416K Hold
12,215
– – 0.04% 115
2023
Q2 		$421K Hold
12,215
– – 0.04% 117
2023
Q1 		$409K Buy
12,215
+5,803
+91% +$199K 0.04% 114
2022
Q4 		$215K Hold
6,412
– – 0.02% 152
2022
Q3 		$190K Hold
6,412
– – 0.02% 156
2022
Q2 		$203K Buy
+6,412
New +$213K 0.02% 159

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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
EF
Evanson Financial Mclean, Virginia $2.04B AUM
FG
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Oakworth Capital's DFUV Position: Q2 2026 in Review

Oakworth Capital increased its Dimensional US Marketwide Value ETF (DFUV) stake by 5.4% in Q2 2026, buying an estimated $35.9K and bringing the position to 13,401 shares worth $736K. The position accounts for 0.04% of the portfolio, ranked #121.

Oakworth Capital first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 380 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Oakworth Capital held 13,401 shares of Dimensional US Marketwide Value ETF worth $736K as of Q2 2026.
  • Oakworth Capital bought 684 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $35.9K.
  • Dimensional US Marketwide Value ETF made up 0.04% of Oakworth Capital's portfolio in Q2 2026, its #121 holding.
  • Oakworth Capital first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 380 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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