Oakwell Private Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History

Oakwell Private Wealth Management, LLC

$354 Million
Q2 2024

A detailed history of Oakwell Private Wealth Management, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 1,188,346 shares of DFEM stock, worth $33.6 Million. This represents 8.97% of its overall portfolio holdings.

Number of Shares

1,188,346

Previous 1,093,489 8.67%

Holding current value

$33.6 Million

Previous $27.9 Million 13.96%

% of portfolio

8.97%

Previous 8.47%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	BUY	$24.84 - $27.2 $2.36 Million - $2.58 Million	94,857 Added 8.67%	1,188,346 $31.8 Million
Q1 2024 Apr 25, 2024	BUY	$23.62 - $25.64 $3.45 Million - $3.74 Million	145,975 Added 15.41%	1,093,489 $27.9 Million
Q4 2023 Feb 05, 2024	BUY	$22.36 - $24.96 $3.33 Million - $3.72 Million	149,089 Added 18.67%	947,514 $23.6 Million
Q3 2023 Oct 30, 2023	BUY	$23.16 - $25.43 $2.1 Million - $2.31 Million	90,835 Added 12.84%	798,425 $18.6 Million
Q2 2023 Jul 26, 2023	BUY	$23.0 - $24.82 $2.95 Million - $3.19 Million	128,391 Added 22.17%	707,590 $17 Million
Q1 2023 May 04, 2023	BUY	$22.42 - $24.83 $13 Million - $14.4 Million	579,199 New	579,199 $13.7 Million

Others Institutions Holding DFEM

# of Institutions

325

Shares Held

124M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEM
Sector ETFs
Industry ETFs

More about DFEM

Track This Portfolio

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.

Account

Oakwell Private Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History