Oak Harbor Wealth Partners, LLC Dimensional ETF Tr Transaction History
Oak Harbor Wealth Partners, LLC
- $395 Million
- Q3 2025
A detailed history of Oak Harbor Wealth Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 82,520 shares of DFAE stock, worth $2.68 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
82,520
Previous 76,157
8.36%
Holding current value
$2.68 Million
Previous $2.2 Million
18.01%
% of portfolio
0.66%
Previous 0.61%
Shares
5 transactions
Others Institutions Holding DFAE
# of Institutions
635Shares Held
186MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$412 Million1.35% of portfolio
-
Mather Group, Llc. Chicago, IL12.2MShares$395 Million3.91% of portfolio
-
Ubs Group Ag6.45MShares$210 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC5.76MShares$187 Million0.01% of portfolio
-
Coldstream Capital Management Inc4.49MShares$146 Million1.97% of portfolio