Live Oak Investment Partners Dimensional ETF Tr Transaction History
Live Oak Investment Partners
- $126 Million
- Q2 2025
Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
533Shares Held
140MCall Options Held
58.3KPut Options Held
0-
Rvw Wealth, LLC4.33MShares$198 Million17.14% of portfolio
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Parsec Financial Management, Inc.4.15MShares$190 Million5.04% of portfolio
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Allworth Financial LP3.81MShares$174 Million0.8% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$172 Million1.91% of portfolio
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Aquire Wealth Advisors, LLC3.61MShares$165 Million40.64% of portfolio