Live Oak Investment Partners Dimensional ETF Tr Short Durat Transaction History

Live Oak Investment Partners

$123 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 06, 2025	BUY	$46.75 - $47.8 $12,155 - $12,428	260 New	260 $12,000

Others Institutions Holding DFSD

# of Institutions

354

Shares Held

68.2M

Call Options Held

0

Put Options Held

0

Buckingham Strategic Partners Saint Louis, MO

3.48M
Shares

$167 Million
2.69% of portfolio
Savant Capital, LLC

3.03M
Shares

$146 Million
1.09% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

2.92M
Shares

$140 Million
1.73% of portfolio
Apella Capital, LLC

2.69M
Shares

$129 Million
4.45% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

2.64M
Shares

$126 Million
11.4% of portfolio

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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