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 21,041 shares of DFAX stock, worth $635,438. This represents 0.4% of its overall portfolio holdings.

Number of Shares
21,041
Previous 20,985 0.27%
Holding current value
$635,438
Previous $550 Million 12.4%
% of portfolio
0.4%
Previous 0.41%

Shares

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

Jul 15, 2025
BUY
$23.37 - $29.39 $1,308 - $1,645
56 Added 0.27%
21,041 $618 Million
Q1 2025

Apr 23, 2025
BUY
$24.45 - $27.2 $268 - $299
11 Added 0.05%
20,985 $550 Million
Q4 2024

Feb 14, 2025
BUY
$24.76 - $27.04 $519,316 - $567,136
20,974 New
20,974 $521 Million

Others Institutions Holding DFAX

# of Institutions
635
Shares Held
243M
Call Options Held
6.8K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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