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Dimensional Etf Trust shares owned by Oakwell Private Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSV) shares owned by Oakwell Private Wealth Management from 13F filings

Historical chart of Oakwell Private Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Oakwell Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Oakwell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $535k 14k 38.79

More positions owned by Oakwell Private Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Core S&p Scp Etf (IJR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Core S&p Ttl Stk (ITOT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)

View all positions for Oakwell Private Wealth Management

Top funds holding Dimensional Etf Trust

Savant Capital Management
Mather Group
JMG Financial Group
Colony
Cetera Investment Advisers
HPM Partners
Comprehensive Portfolio Management
CI Private Wealth
Modera Wealth Management
Index Fund Advisors
Burns Wealth Management
Pathstone Holdings
Envestnet Asset Management
LPL Financial
Buckingham Strategic Partners

View all funds holding Dimensional Etf Trust