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 224,182 shares of DFAU stock, worth $9.79 Million. This represents 6.09% of its overall portfolio holdings.

Number of Shares
224,182
Previous 151,650 47.83%
Holding current value
$9.79 Million
Previous $5.83 Billion 62.9%
% of portfolio
6.09%
Previous 4.31%

Shares

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

Jul 15, 2025
BUY
$34.04 - $42.36 $2.47 Million - $3.07 Million
72,532 Added 47.83%
224,182 $9.5 Billion
Q1 2025

Apr 23, 2025
BUY
$37.84 - $42.29 $134,861 - $150,721
3,564 Added 2.41%
151,650 $5.83 Billion
Q4 2024

Feb 14, 2025
BUY
$39.27 - $42.38 $5.82 Million - $6.28 Million
148,086 New
148,086 $6 Billion

Others Institutions Holding DFAU

# of Institutions
526
Shares Held
139M
Call Options Held
30.6K
Put Options Held
700
View Full List

About DIMENSIONAL ETF TR

DFAU Quotes by TradingView
  • Ticker DFAU
  • Sector ETFs
  • Industry ETFs
More about DFAU
Track This Portfolio

Track Oak Wealth Advisors LLC Portfolio

Follow Oak Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Oak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oak Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email