Oakwell Private Wealth Management, LLC Dimensional ETF Tr Emerging Mk Transaction History

Oakwell Private Wealth Management, LLC

  • $357 Million
  • Q4 2024

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 925,281 shares of DFEM stock, worth $25.1 Million. This represents 6.79% of its overall portfolio holdings.

Number of Shares
925,281
Previous 1,131,252 18.21%
Holding current value
$25.1 Million
Previous $31.8 Million 23.9%
% of portfolio
6.79%
Previous 9.16%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
SELL
$26.16 - $28.82 $5.39 Million - $5.94 Million
-205,971 Reduced 18.21%
925,281 $24.2 Million
Q3 2024

Nov 04, 2024
SELL
$25.21 - $28.46 $1.44 Million - $1.62 Million
-57,094 Reduced 4.8%
1,131,252 $31.8 Million
Q2 2024

Aug 08, 2024
BUY
$24.84 - $27.2 $2.36 Million - $2.58 Million
94,857 Added 8.67%
1,188,346 $31.8 Million
Q1 2024

Apr 25, 2024
BUY
$23.62 - $25.64 $3.45 Million - $3.74 Million
145,975 Added 15.41%
1,093,489 $27.9 Million
Q4 2023

Feb 05, 2024
BUY
$22.36 - $24.96 $3.33 Million - $3.72 Million
149,089 Added 18.67%
947,514 $23.6 Million
Q3 2023

Oct 30, 2023
BUY
$23.16 - $25.43 $2.1 Million - $2.31 Million
90,835 Added 12.84%
798,425 $18.6 Million
Q2 2023

Jul 26, 2023
BUY
$23.0 - $24.82 $2.95 Million - $3.19 Million
128,391 Added 22.17%
707,590 $17 Million
Q1 2023

May 04, 2023
BUY
$22.42 - $24.83 $13 Million - $14.4 Million
579,199 New
579,199 $13.7 Million

Others Institutions Holding DFEM

# of Institutions
417
Shares Held
1.16B
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR EMERGING MK

DFEM Quotes by TradingView
  • Ticker DFEM
  • Sector ETFs
  • Industry ETFs
More about DFEM
Track This Portfolio

Track Oakwell Private Wealth Management, LLC Portfolio

Follow Oakwell Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Oakwell Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oakwell Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email