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Oak Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Oak Wealth Advisors’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.5M Buy
82,098
+79
+0.1% +$5.3K 3.53% 9
2025
Q1 		$4.96M Sell
82,019
-530
-0.6% -$32.1K 3.67% 9
2024
Q4 		$5.26M Buy
+82,549
New +$5.26M 4.05% 8