Oakwell Private Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History
Oakwell Private Wealth Management, LLC
- $434 Million
- Q2 2025
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 1,005,577 shares of DFEM stock, worth $31.2 Million. This represents 6.87% of its overall portfolio holdings.
Number of Shares
1,005,577
Previous 922,083
9.05%
Holding current value
$31.2 Million
Previous $24.4 Million
22.33%
% of portfolio
6.87%
Previous 6.74%
Shares
10 transactions
Others Institutions Holding DFEM
# of Institutions
471Shares Held
163MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.8MShares$520 Million8.65% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.59MShares$204 Million0.26% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.01MShares$186 Million2.54% of portfolio
-
Truepoint, Inc.4.49MShares$139 Million3.41% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$123 Million1.18% of portfolio