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 12,259 shares of DFIV stock, worth $587,328. This represents 0.33% of its overall portfolio holdings.

Number of Shares
12,259
Previous 12,756 3.9%
Holding current value
$587,328
Previous $546 Million 3.49%
% of portfolio
0.33%
Previous 0.35%

Shares

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

Oct 24, 2025
SELL
$42.66 - $46.53 $21,202 - $23,125
-497 Reduced 3.9%
12,259 $565 Million
Q2 2025

Jul 15, 2025
BUY
$34.67 - $43.21 $19,969 - $24,888
576 Added 4.73%
12,756 $546 Million
Q4 2024

Feb 14, 2025
BUY
$34.86 - $37.97 $424,594 - $462,474
12,180 New
12,180 $432 Million

Others Institutions Holding DFIV

# of Institutions
792
Shares Held
258M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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