Oak Wealth Advisors LLC Dimensional ETF Tr Transaction History

Oak Wealth Advisors LLC

  • $156 Billion
  • Q2 2025

A detailed history of Oak Wealth Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Oak Wealth Advisors LLC holds 69,341 shares of DFAE stock, worth $2.1 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares
69,341
Previous 46,586 48.85%
Holding current value
$2.1 Million
Previous $1.21 Billion 66.44%
% of portfolio
1.29%
Previous 0.89%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
$22.87 - $28.95 $520,406 - $658,757
22,755 Added 48.85%
69,341 $2.01 Billion
Q1 2025

Apr 23, 2025
BUY
$24.64 - $26.86 $30,233 - $32,957
1,227 Added 2.71%
46,586 $1.21 Billion
Q4 2024

Feb 14, 2025
BUY
$25.36 - $28.15 $1.15 Million - $1.28 Million
45,359 New
45,359 $1.15 Billion

Others Institutions Holding DFAE

# of Institutions
595
Shares Held
180M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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