Oak Harbor Wealth Partners, LLC Dimensional ETF Tr Transaction History

Oak Harbor Wealth Partners, LLC

  • $343 Million
  • Q1 2025

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 143,096 shares of DFAI stock, worth $4.63 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares
143,096
Previous 134,314 6.54%
Holding current value
$4.63 Million
Previous $3.92 Million 13.95%
% of portfolio
1.3%
Previous 1.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$28.88 - $32.4 $253,624 - $284,536
8,782 Added 6.54%
143,096 $4.47 Million
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
644
Shares Held
234M
Call Options Held
500
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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