West Oak Capital, LLC DFA US Small Cap ETF Transaction History

West Oak Capital, LLC

  • $2.52 Billion
  • Q3 2025
Number of Shares
93,555
Previous 85,460 9.47%
Holding current value
$64 Million
Previous $54.4 Million 17.63%
% of portfolio
2.54%
Previous 2.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 03, 2025
BUY
N/A
8,095 Added 9.47%
93,555 $64 Million
Q2 2025

Jul 14, 2025
BUY
N/A
28,725 Added 50.63%
85,460 $54.4 Million
Q1 2025

Apr 15, 2025
BUY
N/A
56,735 New
56,735 $33.9 Million
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