Oak Wealth Advisors LLC Dimensional ETF Tr Transaction History

Oak Wealth Advisors LLC

$130 Billion
Q4 2024

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 45,359 shares of DFAE stock, worth $1.21 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

45,359

Holding current value

$1.21 Million

% of portfolio

0.89%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

534

Shares Held

168M

Call Options Held

Put Options Held

Essential Planning, Llc. Portsmouth, NH

15.5M
Shares

$413 Million
2.64% of portfolio
Retirement Systems Of Alabama

12.7M
Shares

$337 Million
1.22% of portfolio
Mather Group, Llc. Chicago, IL

8.94M
Shares

$238 Million
2.96% of portfolio
Ubs Group Ag

5.28M
Shares

$140 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

4.58M
Shares

$122 Million
0.01% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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Oak Wealth Advisors LLC Dimensional ETF Tr Transaction History