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

West Oak Capital, LLC

  • $2.55 Billion
  • Q2 2025
Number of Shares
85,460
Previous 56,735 50.63%
Holding current value
$54.4 Million
Previous $33.9 Million 60.62%
% of portfolio
2.13%
Previous 1.31%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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