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

Oakwell Private Wealth Management, LLC

$357 Million
Q4 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 34,528 shares of DFAC stock, worth $1.13 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

34,528

Previous 34,528 -0.0%

Holding current value

$1.13 Million

Previous $1.18 Million 0.93%

% of portfolio

0.33%

Previous 0.34%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,062

Shares Held

799M

Call Options Held

40K

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

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