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Dimensional Etf Trust shares owned by Oak Wealth Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAS) shares owned by Oak Wealth Advisors from 13F filings

Historical chart of Oak Wealth Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Oak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $218k 3.1k 71.13
2025-12-31 $222k 3.2k 69.67
2025-09-30 $249k 3.6k 68.46
2025-06-30 $232k 3.6k 63.71

More positions owned by Oak Wealth Advisors

American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Equity Market (DFUS)
Pimco Etf Tr Multisector Bd (PYLD)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Mun Bd Fds Intermediate Trm (VTEI)

View all positions for Oak Wealth Advisors

Top funds holding Dimensional Etf Trust

Creative Planning
Northern Trust
Bank of America Corporation
Index Fund Advisors
Colony
Pure Financial Advisors
TCI Wealth Advisors
Envestnet Asset Management
Root Financial Partners
Midwest Trust
Mercer Global Advisors
Plan
Vise Technologies
Royal Bank of Canada
Bank Of Montreal

View all funds holding Dimensional Etf Trust