Live Oak Investment Partners Dimensional ETF Tr Transaction History
Live Oak Investment Partners
- $126 Million
- Q4 2024
A detailed history of Live Oak Investment Partners transactions in Dimensional ETF Tr stock. As of the latest transaction made, Live Oak Investment Partners holds 1,965 shares of DFAU stock, worth $81,822. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,965Holding current value
$81,822% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
458Shares Held
2.18BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$82.5 Billion4.8% of portfolio
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Essential Planning, Llc. Portsmouth, NH77.8MShares$3.24 Billion21.06% of portfolio
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Sequoia Financial Advisors, LLC4.94MShares$206 Million1.73% of portfolio
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Parsec Financial Management, Inc.4.15MShares$173 Million5.04% of portfolio
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Modera Wealth Management, LLC3.64MShares$152 Million1.81% of portfolio