Oak Wealth Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Oak Wealth Advisors LLC
- $130 Billion
- Q4 2024
A detailed history of Oak Wealth Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Oak Wealth Advisors LLC holds 67,984 shares of DFSV stock, worth $2.14 Million. This represents 1.61% of its overall portfolio holdings.
Number of Shares
67,984Holding current value
$2.14 Million% of portfolio
1.61%Shares
1 transactions
Others Institutions Holding DFSV
# of Institutions
411Shares Held
109MCall Options Held
600Put Options Held
8.2K-
Savant Capital, LLC8.05MShares$253 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$240 Million3.5% of portfolio
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Jmg Financial Group, Ltd.5.44MShares$171 Million5.92% of portfolio
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Mather Group, Llc. Chicago, IL4.17MShares$131 Million1.67% of portfolio
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Ci Private Wealth, LLC Miami, FL3.98MShares$125 Million0.19% of portfolio