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Oak Wealth Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Oak Wealth Advisors’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$232K Hold
3,643
– – 0.15% 56
2025
Q1 		$218K Hold
3,643
– – 0.16% 51
2024
Q4 		$237K Buy
+3,643
New +$237K 0.18% 56