DKM Wealth Management »

Harris Oakmark Etf Trust shares owned by DKM Wealth Management

Quarter-by-quarter ownership of Harris Oakmark Etf Trust (OAKM) shares owned by DKM Wealth Management from 13F filings

Historical chart of DKM Wealth Management investment in Harris Oakmark Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Harris Oakmark Etf Trust held by DKM Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Harris Oakmark Etf Trust by DKM Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 109k 26.78
2025-06-30 $2.7M 104k 25.68
2025-03-31 $1.6M 64k 24.45

More positions owned by DKM Wealth Management

Thornburg Income Builder (TBLD)
T Rowe Price Etf Cap Appreciation (TCAF)
Source Capital Com Shs Of Ben I (SOR)
Tidal Trust I Fundstrat Granny (GRNY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)
Nuveen Ins Ca Tx Fr Adv Mun (NKX)
Trust For Professional Man Performance Tr S (STBF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Rbb Fund Trust Tweedy Browne (COPY)

View all positions for DKM Wealth Management

Top funds holding Harris Oakmark Etf Trust

Choate Investment Advisors
Wealth Enhancement Advisory Services
HPM Partners
LPL Financial
Abound Financial
AI Financial Services
Commonwealth Equity Services
Greater Midwest Financial Group
Royal Bank of Canada
Steward Partners Investment Advisory
Raymond James Financial
Blue Rock Wealth Management
U.S. Capital Wealth Advisors
Western Pacific Wealth Management
Wiley Bros.-aintree Capital

View all funds holding Harris Oakmark Etf Trust