Oak Wealth Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History
Oak Wealth Advisors LLC
- $172 Billion
- Q3 2025
A detailed history of Oak Wealth Advisors LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Oak Wealth Advisors LLC holds 17,535 shares of DFAC stock, worth $677,377. This represents 0.39% of its overall portfolio holdings.
Number of Shares
17,535
Previous 17,519
0.09%
Holding current value
$677,377
Previous $628 Million
7.71%
% of portfolio
0.39%
Previous 0.4%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
1,175Shares Held
809MCall Options Held
10.4KPut Options Held
20.1K-
Mercer Global Advisors Inc Denver, CO61.2MShares$2.37 Billion4.02% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.55 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.44 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.5MShares$676 Million0.21% of portfolio
-
Apella Capital, LLC13.5MShares$522 Million12.2% of portfolio