Oakwell Private Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History

Oakwell Private Wealth Management, LLC

  • $434 Million
  • Q2 2025

A detailed history of Oakwell Private Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 27,914 shares of DFAC stock, worth $1.08 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
27,914
Previous 27,914 -0.0%
Holding current value
$1.08 Million
Previous $920,000 8.7%
% of portfolio
0.23%
Previous 0.25%

Shares

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

May 05, 2025
SELL
$32.42 - $36.13 $214,425 - $238,963
-6,614 Reduced 19.16%
27,914 $920,000
Q3 2024

Nov 04, 2024
SELL
$31.05 - $34.29 $190,678 - $210,574
-6,141 Reduced 15.1%
34,528 $1.18 Million
Q2 2024

Aug 08, 2024
SELL
$30.09 - $32.37 $1,354 - $1,456
-45 Reduced 0.11%
40,669 $1.31 Million
Q4 2023

Feb 05, 2024
SELL
$24.91 - $29.38 $9,640 - $11,370
-387 Reduced 0.94%
40,714 $1.19 Million
Q3 2023

Oct 30, 2023
BUY
$26.05 - $28.22 $80,833 - $87,566
3,103 Added 8.17%
41,101 $1.08 Million
Q1 2023

May 04, 2023
SELL
$24.18 - $26.58 $250,069 - $274,890
-10,342 Reduced 21.39%
37,998 $968,000
Q3 2022

Oct 27, 2022
BUY
$22.24 - $26.54 $3,602 - $4,299
162 Added 0.34%
48,340 $1.08 Million
Q1 2022

May 03, 2022
SELL
$25.76 - $29.21 $47,192 - $53,512
-1,832 Reduced 3.66%
48,178 $1.33 Million
Q4 2021

Jan 21, 2022
SELL
$26.63 - $29.09 $7,483 - $8,174
-281 Reduced 0.56%
50,010 $1.45 Million
Q3 2021

Oct 14, 2021
SELL
$26.06 - $27.9 $535,168 - $572,954
-20,536 Reduced 28.99%
50,291 $1.34 Million
Q2 2021

Jul 29, 2021
BUY
$25.92 - $26.98 $1.84 Million - $1.91 Million
70,827 New
70,827 $1.91 Million

Others Institutions Holding DFAC

# of Institutions
1,136
Shares Held
835M
Call Options Held
36.6K
Put Options Held
7.1K
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

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