Oak Wealth Advisors LLC Dimensional ETF Tr Transaction History
Oak Wealth Advisors LLC
- $130 Billion
- Q4 2024
A detailed history of Oak Wealth Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Oak Wealth Advisors LLC holds 12,180 shares of DFIV stock, worth $467,103. This represents 0.33% of its overall portfolio holdings.
Number of Shares
12,180Holding current value
$467,103% of portfolio
0.33%Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
622Shares Held
213MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$785 Million0.24% of portfolio
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Mercer Global Advisors Inc Denver, CO17.8MShares$682 Million1.56% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$428 Million4.47% of portfolio
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Savant Capital, LLC8.28MShares$318 Million2.39% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$269 Million0.17% of portfolio