Oak Wealth Advisors LLC Dimensional ETF Tr U S Equity Transaction History

Oak Wealth Advisors LLC

  • $156 Billion
  • Q2 2025

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 82,098 shares of DFUS stock, worth $5.89 Million. This represents 3.53% of its overall portfolio holdings.

Number of Shares
82,098
Previous 82,019 0.1%
Holding current value
$5.89 Million
Previous $4.96 Billion 10.92%
% of portfolio
3.53%
Previous 3.67%

Shares

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

Jul 15, 2025
BUY
$53.65 - $67.02 $4,238 - $5,294
79 Added 0.1%
82,098 $5.5 Billion
Q1 2025

Apr 23, 2025
SELL
$59.61 - $66.71 $31,593 - $35,356
-530 Reduced 0.64%
82,019 $4.96 Billion
Q4 2024

Feb 14, 2025
BUY
$61.52 - $66.5 $5.08 Million - $5.49 Million
82,549 New
82,549 $5.26 Billion

Others Institutions Holding DFUS

# of Institutions
799
Shares Held
197M
Call Options Held
3.8K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

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