Oak Wealth Advisors LLC Dimensional ETF Tr U S Small C 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 Small C stock. As of the latest transaction made, Oak Wealth Advisors LLC holds 3,643 shares of DFAS stock, worth $243,862. This represents 0.18% of its overall portfolio holdings.

Number of Shares

3,643

Holding current value

$243,862

% of portfolio

0.18%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$63.58 - $71.15 $231,621 - $259,199	3,643 New	3,643 $237 Million

Others Institutions Holding DFAS

# of Institutions

773

Shares Held

118M

Call Options Held

Put Options Held

200

Creative Planning Overland Park, KS

13.2M
Shares

$887 Million
0.84% of portfolio
Northern Trust Corp Chicago, IL

7.52M
Shares

$503 Million
0.07% of portfolio
Index Fund Advisors, Inc.

6.54M
Shares

$438 Million
23.7% of portfolio
Bank Of America Corp Charlotte, NC

5.17M
Shares

$346 Million
0.03% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.72M
Shares

$182 Million
1.82% of portfolio

View Full List

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

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Oak Wealth Advisors LLC Dimensional ETF Tr U S Small C Transaction History