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 377,791 shares of DFAI stock, worth $11.9 Million. This represents 8.49% of its overall portfolio holdings.

Number of Shares

377,791

Holding current value

$11.9 Million

% of portfolio

8.49%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$29.0 - $31.6 $11 Million - $11.9 Million	377,791 New	377,791 $11 Billion

Others Institutions Holding DFAI

# of Institutions

601

Shares Held

229M

Call Options Held

3.7K

Put Options Held

Essential Planning, Llc. Portsmouth, NH

32.3M
Shares

$1.02 Billion
6.3% of portfolio
Sym Financial Corp

6.65M
Shares

$210 Million
25.25% of portfolio
Bank Of America Corp Charlotte, NC

6M
Shares

$189 Million
0.01% of portfolio
Envestnet Asset Management Inc

5.99M
Shares

$189 Million
0.06% of portfolio
Cable Hill Partners, LLC Portland, OR

5.58M
Shares

$176 Million
17.39% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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Oak Wealth Advisors LLC Dimensional ETF Tr Transaction History