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 402,204 shares of DFAI stock, worth $14.3 Million. This represents 8.92% of its overall portfolio holdings.

Number of Shares
402,204
Previous 379,989 5.85%
Holding current value
$14.3 Million
Previous $11.9 Billion 17.17%
% of portfolio
8.92%
Previous 8.78%

Shares

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

Jul 15, 2025
BUY
$28.02 - $34.71 $622,464 - $771,082
22,215 Added 5.85%
402,204 $13.9 Billion
Q1 2025

Apr 23, 2025
BUY
$28.88 - $32.4 $63,478 - $71,215
2,198 Added 0.58%
379,989 $11.9 Billion
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
672
Shares Held
248M
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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