Oakwell Private Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History

Oakwell Private Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 25, 2024	BUY	$56.66 - $62.34 $189,980 - $209,026	3,353 New	3,353 $209,000
Q2 2022 Aug 03, 2022	SELL	$46.65 - $56.4 $167,986 - $203,096	-3,601 Closed	0 $0
Q4 2021 Jan 21, 2022	SELL	$56.67 - $63.93 $1,870 - $2,109	-33 Reduced 0.91%	3,601 $216,000
Q3 2021 Oct 14, 2021	SELL	$54.69 - $59.43 $86,793 - $94,315	-1,587 Reduced 30.4%	3,634 $209,000
Q2 2021 Jul 29, 2021	BUY	$56.37 - $58.95 $294,307 - $307,777	5,221 New	5,221 $305,000

689

107M

Get notified when there are updates to the investment portfolio of Oakwell Private Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Oakwell Private Wealth Management, LLC with notifications on news.