Oak Wealth Advisors LLC Dimensional ETF Tr Transaction History
Oak Wealth Advisors LLC
- $130 Billion
- Q4 2024
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 12,180 shares of DFIV stock, worth $472,096. This represents 0.33% of its overall portfolio holdings.
Number of Shares
12,180Holding current value
$472,096% of portfolio
0.33%Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
620Shares Held
213MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$793 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$690 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$433 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$321 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$272 Million0.17% of portfolio