A detailed history of Oak Wealth Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Oak Wealth Advisors LLC holds 67,984 shares of DFSV stock, worth $2.15 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares
67,984
Holding current value
$2.15 Million
% of portfolio
1.61%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025

BUY
$30.18 - $33.87 $2.05 Million - $2.3 Million
67,984 New
67,984 $2.09 Billion

Others Institutions Holding DFSV

About DIMENSIONAL ETF TR DIMENSIONAL


  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
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.