Oak Wealth Advisors LLC Dimensional ETF Tr U S Equity 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 Equity stock. As of the latest transaction made, Oak Wealth Advisors LLC holds 81,244 shares of DFUS stock, worth $5.92 Million. This represents 3.42% of its overall portfolio holdings.

Number of Shares
81,244
Previous 82,098 1.04%
Holding current value
$5.92 Million
Previous $5.5 Billion 6.96%
% of portfolio
3.42%
Previous 3.53%

Shares

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

Oct 24, 2025
SELL
$67.01 - $72.84 $57,226 - $62,205
-854 Reduced 1.04%
81,244 $5.89 Billion
Q2 2025

Jul 15, 2025
BUY
$53.65 - $67.02 $4,238 - $5,294
79 Added 0.1%
82,098 $5.5 Billion
Q1 2025

Apr 23, 2025
SELL
$59.61 - $66.71 $31,593 - $35,356
-530 Reduced 0.64%
82,019 $4.96 Billion
Q4 2024

Feb 14, 2025
BUY
$61.52 - $66.5 $5.08 Million - $5.49 Million
82,549 New
82,549 $5.26 Billion

Others Institutions Holding DFUS

# of Institutions
833
Shares Held
203M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

DFUS Quotes by TradingView
  • Ticker DFUS
  • Sector ETFs
  • Industry ETFs
More about DFUS
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