Oakwell Private Wealth Management, LLC Dimensional ETF Tr Emerging Mk 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 Emerging Mk stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 925,281 shares of DFEM stock, worth $25.2 Million. This represents 6.79% of its overall portfolio holdings.

Number of Shares

925,281

Previous 1,131,252 18.21%

Holding current value

$25.2 Million

Previous $31.8 Million 23.9%

% of portfolio

6.79%

Previous 9.16%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$26.16 - $28.82 $5.39 Million - $5.94 Million	-205,971 Reduced 18.21%	925,281 $24.2 Million
Q3 2024 Nov 04, 2024	SELL	$25.21 - $28.46 $1.44 Million - $1.62 Million	-57,094 Reduced 4.8%	1,131,252 $31.8 Million
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

414

Shares Held

1.16B

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEM
Sector ETFs
Industry ETFs

More about DFEM

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