Oakwell Private Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History
Oakwell Private Wealth Management, LLC
- $484 Million
- Q3 2025
A detailed history of Oakwell Private Wealth Management, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 1,029,459 shares of DFEM stock, worth $34.1 Million. This represents 6.83% of its overall portfolio holdings.
Number of Shares
1,029,459
Previous 1,005,577
2.37%
Holding current value
$34.1 Million
Previous $29.8 Million
10.62%
% of portfolio
6.83%
Previous 6.87%
Shares
11 transactions
Others Institutions Holding DFEM
# of Institutions
500Shares Held
175MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL17.2MShares$570 Million8.59% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.02MShares$199 Million2.34% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.75MShares$190 Million0.29% of portfolio
-
Sequoia Financial Advisors, LLC4.89MShares$162 Million1.07% of portfolio
-
Truepoint, Inc.4.44MShares$147 Million3.41% of portfolio