Oak Wealth Advisors LLC Dimensional ETF Tr Dimensional Transaction History

Oak Wealth Advisors LLC

  • $135 Billion
  • Q1 2025

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 68,202 shares of DFSV stock, worth $1.92 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares
68,202
Previous 67,984 0.32%
Holding current value
$1.92 Million
Previous $2.09 Billion 8.25%
% of portfolio
1.42%
Previous 1.61%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$27.56 - $32.1 $6,008 - $6,997
218 Added 0.32%
68,202 $1.92 Billion
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

# of Institutions
438
Shares Held
120M
Call Options Held
10.7K
Put Options Held
5.5K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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