Oak Wealth Advisors LLC Dimensional ETF Tr U S Equity Transaction History
Oak Wealth Advisors LLC
- $135 Billion
- Q1 2025
A detailed history of Oak Wealth Advisors LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Oak Wealth Advisors LLC holds 82,019 shares of DFUS stock, worth $5.5 Million. This represents 3.67% of its overall portfolio holdings.
Number of Shares
82,019
Previous 82,549
0.64%
Holding current value
$5.5 Million
Previous $5.26 Billion
5.74%
% of portfolio
3.67%
Previous 4.05%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
762Shares Held
183MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ42.6MShares$2.85 Billion3.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$533 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.16MShares$346 Million20.01% of portfolio
-
Plancorp, LLC4.71MShares$316 Million11.37% of portfolio
-
Envestnet Asset Management Inc3.84MShares$257 Million0.08% of portfolio