Oak Wealth Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History
Oak Wealth Advisors LLC
- $156 Billion
- Q2 2025
A detailed history of Oak Wealth Advisors LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Oak Wealth Advisors LLC holds 17,519 shares of DFAC stock, worth $645,399. This represents 0.4% of its overall portfolio holdings.
Number of Shares
17,519
Previous 19,574
10.5%
Holding current value
$645,399
Previous $646 Million
2.77%
% of portfolio
0.4%
Previous 0.48%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
1,118Shares Held
829MCall Options Held
46.6KPut Options Held
600-
Envestnet Asset Management Inc54.8MShares$2.02 Billion0.6% of portfolio
-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.98 Billion4.13% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.43 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.37 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$640 Million0.23% of portfolio