Oak Wealth Advisors LLC Dimensional ETF Tr Transaction History

Oak Wealth Advisors LLC

  • $172 Billion
  • Q3 2025

A detailed history of Oak Wealth Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Oak Wealth Advisors LLC holds 21,067 shares of DFAX stock, worth $674,354. This represents 0.38% of its overall portfolio holdings.

Number of Shares
21,067
Previous 21,041 0.12%
Holding current value
$674,354
Previous $618 Million 6.97%
% of portfolio
0.38%
Previous 0.4%

Shares

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

Oct 24, 2025
BUY
$29.25 - $31.56 $760 - $820
26 Added 0.12%
21,067 $661 Million
Q2 2025

Jul 15, 2025
BUY
$23.37 - $29.39 $1,308 - $1,645
56 Added 0.27%
21,041 $618 Million
Q1 2025

Apr 23, 2025
BUY
$24.45 - $27.2 $268 - $299
11 Added 0.05%
20,985 $550 Million
Q4 2024

Feb 14, 2025
BUY
$24.76 - $27.04 $519,316 - $567,136
20,974 New
20,974 $521 Million

Others Institutions Holding DFAX

# of Institutions
666
Shares Held
257M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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