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 69,273 shares of DFAE stock, worth $2.25 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares
69,273
Previous 69,341 0.1%
Holding current value
$2.25 Million
Previous $2.01 Billion 8.81%
% of portfolio
1.27%
Previous 1.29%

Shares

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

Oct 24, 2025
SELL
$28.84 - $31.84 $1,961 - $2,165
-68 Reduced 0.1%
69,273 $2.18 Billion
Q2 2025

Jul 15, 2025
BUY
$22.87 - $28.95 $520,406 - $658,757
22,755 Added 48.85%
69,341 $2.01 Billion
Q1 2025

Apr 23, 2025
BUY
$24.64 - $26.86 $30,233 - $32,957
1,227 Added 2.71%
46,586 $1.21 Billion
Q4 2024

Feb 14, 2025
BUY
$25.36 - $28.15 $1.15 Million - $1.28 Million
45,359 New
45,359 $1.15 Billion

Others Institutions Holding DFAE

# of Institutions
635
Shares Held
186M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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