Oak Wealth Advisors LLC Dimensional ETF Tr Us Marketwi Transaction History
Oak Wealth Advisors LLC
- $156 Billion
- Q2 2025
A detailed history of Oak Wealth Advisors LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Oak Wealth Advisors LLC holds 21,190 shares of DFUV stock, worth $901,846. This represents 0.57% of its overall portfolio holdings.
Number of Shares
21,190
Previous 21,190
-0.0%
Holding current value
$901,846
Previous $873 Million
2.6%
% of portfolio
0.57%
Previous 0.65%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
735Shares Held
277MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.2MShares$1.46 Billion3.28% of portfolio
-
Envestnet Asset Management Inc31.8MShares$1.35 Billion0.41% of portfolio
-
Savant Capital, LLC16.7MShares$711 Million4.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$614 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.5MShares$448 Million0.73% of portfolio