Oakwell Private Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Oakwell Private Wealth Management, LLC
- $329 Million
- Q1 2024
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 40,714 shares of DFAC stock, worth $1.34 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
40,714
Previous 40,714
-0.0%
Holding current value
$1.34 Million
Previous $1.19 Million
9.24%
% of portfolio
0.4%
Previous 0.42%
Shares
8 transactions
Others Institutions Holding DFAC
# of Institutions
846Shares Held
688MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.71 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.49 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.3 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.25 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$575 Million0.3% of portfolio