Oak Wealth Advisors LLC Dimensional ETF Tr Dimensional Transaction History

Oak Wealth Advisors LLC

  • $172 Billion
  • Q3 2025

A detailed history of Oak Wealth Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Oak Wealth Advisors LLC holds 92,174 shares of DFSV stock, worth $2.89 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares
92,174
Previous 92,825 0.7%
Holding current value
$2.89 Million
Previous $2.73 Billion 7.43%
% of portfolio
1.71%
Previous 1.75%

Shares

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

Oct 24, 2025
SELL
$29.2 - $32.74 $19,009 - $21,313
-651 Reduced 0.7%
92,174 $2.93 Billion
Q2 2025

Jul 15, 2025
BUY
$24.21 - $29.47 $596,122 - $725,639
24,623 Added 36.1%
92,825 $2.73 Billion
Q1 2025

Apr 23, 2025
BUY
$27.56 - $32.1 $6,008 - $6,997
218 Added 0.32%
68,202 $1.92 Billion
Q4 2024

Feb 14, 2025
BUY
$30.18 - $33.87 $2.05 Million - $2.3 Million
67,984 New
67,984 $2.09 Billion

Others Institutions Holding DFSV

# of Institutions
496
Shares Held
140M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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