Oak Wealth Advisors LLC Dimensional ETF Tr Us Marketwi Transaction History
Oak Wealth Advisors LLC
- $172 Billion
- Q3 2025
A detailed history of Oak Wealth Advisors LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Oak Wealth Advisors LLC holds 21,190 shares of DFUV stock, worth $954,397. This represents 0.55% of its overall portfolio holdings.
Number of Shares
21,190
Previous 21,190
-0.0%
Holding current value
$954,397
Previous $896 Million
5.7%
% of portfolio
0.55%
Previous 0.57%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
767Shares Held
246MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.72 Billion2.9% of portfolio
-
Savant Capital, LLC16.4MShares$737 Million4.1% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$650 Million6.31% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$344 Million14.27% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.59MShares$297 Million0.47% of portfolio