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 134,314 shares of DFAI stock, worth $4.18 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares
134,314
Previous 133,976 0.25%
Holding current value
$4.18 Million
Previous $4.26 Million 7.89%
% of portfolio
1.15%
Previous 1.22%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$29.0 - $31.6 $9,802 - $10,680
338 Added 0.25%
134,314 $3.92 Million
Q3 2024

Nov 06, 2024
BUY
$28.69 - $32.06 $3.84 Million - $4.3 Million
133,976 New
133,976 $4.26 Million

Others Institutions Holding DFAI

# of Institutions
602
Shares Held
229M
Call Options Held
3.7K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
Track This Portfolio

Track Oak Harbor Wealth Partners, LLC Portfolio

Follow Oak Harbor Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Oak Harbor Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oak Harbor Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email