Oak Wealth Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History
Oak Wealth Advisors LLC
- $130 Billion
- Q4 2024
A detailed history of Oak Wealth Advisors LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Oak Wealth Advisors LLC holds 18,866 shares of DFAC stock, worth $680,685. This represents 0.5% of its overall portfolio holdings.
Number of Shares
18,866Holding current value
$680,685% of portfolio
0.5%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
1,051Shares Held
795MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.07 Billion0.66% of portfolio
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Mercer Global Advisors Inc Denver, CO46.5MShares$1.68 Billion3.97% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.35 Billion13.39% of portfolio
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Forum Financial Management, LP Lombard, IL36.8MShares$1.33 Billion25.63% of portfolio
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Lpl Financial LLC Fort Mill, SC18.2MShares$655 Million0.26% of portfolio