Skip to content
Disclosery

Oak Wealth Advisors LLC: DFAI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Oak Wealth Advisors LLC on DFAI, newest first. How the timeline and the estimate are built.

Oak Wealth Advisors LLC held 411,081 DFAI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 411,081 shares
    Change vs previous 13F -1,932 shares

    8.13% of the 13F portfolio, value $16,957,076.

    13F-HR 0002056728-26-000006 filed by Oak Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 413,013 shares
    Change vs previous 13F +5,031 shares

    8.84% of the 13F portfolio, value $16,090,969.

    13F-HR 0002056728-26-000002 filed by Oak Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 407,982 shares
    Change vs previous 13F -859 shares

    8.93% of the 13F portfolio, value $15,548,205.

    13F-HR 0002056728-26-000001 filed by Oak Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 408,841 shares
    Change vs previous 13F +6,637 shares

    8.64% of the 13F portfolio, value $14,861,356.

    13F-HR 0002056728-25-000016 filed by Oak Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 402,204 shares
    Change vs previous 13F +22,215 shares

    8.92% of the 13F portfolio, value $13,904,197.

    13F-HR 0002056728-25-000013 filed by Oak Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 379,989 shares
    Change vs previous 13F +2,198 shares

    8.78% of the 13F portfolio, value $11,867,045.

    13F-HR 0002056728-25-000012 filed by Oak Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 377,791 shares
    Change vs previous 13F not available

    8.49% of the 13F portfolio, value $11,031,500.

    13F-HR 0002056728-25-000009 filed by Oak Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).