Oak Harbor Wealth Partners, LLC Dimensional ETF Tr Transaction History
Oak Harbor Wealth Partners, LLC
- $340 Million
- Q4 2024
A detailed history of Oak Harbor Wealth Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 68,687 shares of DFAE stock, worth $1.8 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
68,687
Previous 68,139
0.8%
Holding current value
$1.8 Million
Previous $1.87 Million
6.75%
% of portfolio
0.51%
Previous 0.54%
Shares
2 transactions
Others Institutions Holding DFAE
# of Institutions
536Shares Held
168MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$408 Million2.64% of portfolio
-
Retirement Systems Of Alabama12.7MShares$333 Million1.22% of portfolio
-
Mather Group, Llc. Chicago, IL8.94MShares$235 Million2.96% of portfolio
-
Ubs Group Ag5.28MShares$139 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.58MShares$120 Million0.01% of portfolio