Oakwell Private Wealth Management, LLC Dimensional ETF Tr Transaction History

Oakwell Private Wealth Management, LLC

  • $362 Million
  • Q1 2025

A detailed history of Oakwell Private Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 7,981 shares of DFAX stock, worth $226,740. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,981
Holding current value
$226,740
% of portfolio
0.06%

Shares

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

May 05, 2025
BUY
$24.45 - $27.2 $195,135 - $217,083
7,981 New
7,981 $209,000
Q1 2024

Apr 25, 2024
BUY
$23.42 - $25.45 $186,915 - $203,116
7,981 New
7,981 $203,000
Q2 2022

Aug 03, 2022
SELL
$21.22 - $25.37 $172,900 - $206,714
-8,148 Closed
0 $0
Q4 2021

Jan 21, 2022
SELL
$25.17 - $26.82 $151,322 - $161,241
-6,012 Reduced 42.46%
8,148 $213,000
Q3 2021

Oct 14, 2021
BUY
$25.83 - $27.21 $365,752 - $385,293
14,160 New
14,160 $366,000

Others Institutions Holding DFAX

# of Institutions
606
Shares Held
248M
Call Options Held
6.8K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
Track This Portfolio

Track Oakwell Private Wealth Management, LLC Portfolio

Follow Oakwell Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email