Oak Wealth Advisors LLC Dimensional ETF Tr U S Equity Transaction History
Oak Wealth Advisors LLC
- $130 Billion
- Q4 2024
A detailed history of Oak Wealth Advisors LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Oak Wealth Advisors LLC holds 82,549 shares of DFUS stock, worth $5.5 Million. This represents 4.05% of its overall portfolio holdings.
Number of Shares
82,549Holding current value
$5.5 Million% of portfolio
4.05%Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
723Shares Held
162MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.76 Billion2.38% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$530 Million5.21% of portfolio
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Index Fund Advisors, Inc.5.8MShares$387 Million20.61% of portfolio
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Plancorp, LLC4.79MShares$319 Million12.62% of portfolio
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Envestnet Asset Management Inc4.04MShares$269 Million0.09% of portfolio