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Oak Wealth Advisors LLC: DFAU position timeline

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

Oak Wealth Advisors LLC held 223,132 DFAU 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 223,132 shares
    Change vs previous 13F -1,970 shares

    5.53% of the 13F portfolio, value $11,533,703.

    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 225,102 shares
    Change vs previous 13F +3,746 shares

    5.58% of the 13F portfolio, value $10,156,583.

    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 221,356 shares
    Change vs previous 13F -5,259 shares

    5.95% of the 13F portfolio, value $10,359,452.

    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 226,615 shares
    Change vs previous 13F +2,433 shares

    6.03% of the 13F portfolio, value $10,369,887.

    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 224,182 shares
    Change vs previous 13F +72,532 shares

    6.09% of the 13F portfolio, value $9,496,364.

    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 151,650 shares
    Change vs previous 13F +3,564 shares

    4.31% of the 13F portfolio, value $5,829,418.

    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 148,086 shares
    Change vs previous 13F not available

    4.61% of the 13F portfolio, value $5,996,016.

    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).