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 12,756 shares of DFIV stock, worth $569,300. This represents 0.35% of its overall portfolio holdings.

Number of Shares
12,756
Previous 12,180 4.73%
Holding current value
$569,300
Previous $479 Million 13.96%
% of portfolio
0.35%
Previous 0.35%

Shares

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

Jul 15, 2025
BUY
$34.67 - $43.21 $19,969 - $24,888
576 Added 4.73%
12,756 $546 Million
Q4 2024

Feb 14, 2025
BUY
$34.86 - $37.97 $424,594 - $462,474
12,180 New
12,180 $432 Million

Others Institutions Holding DFIV

# of Institutions
723
Shares Held
234M
Call Options Held
1.8K
Put Options Held
200
View Full List

About DIMENSIONAL ETF TR

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