Oak Wealth Advisors LLC Dimensional ETF Tr Transaction History

Oak Wealth Advisors LLC

  • $135 Billion
  • Q1 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 151,650 shares of DFAU stock, worth $5.76 Million. This represents 4.31% of its overall portfolio holdings.

Number of Shares
151,650
Previous 148,086 2.41%
Holding current value
$5.76 Million
Previous $6 Billion 2.78%
% of portfolio
4.31%
Previous 4.61%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
497
Shares Held
205M
Call Options Held
0
Put Options Held
400
View Full List

About DIMENSIONAL ETF TR

DFAU Quotes by TradingView
  • Ticker DFAU
  • Sector ETFs
  • Industry ETFs
More about DFAU
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