Live Oak Private Wealth LLC Dimensional ETF Tr Transaction History
Live Oak Private Wealth LLC
- $644 Million
- Q2 2025
A detailed history of Live Oak Private Wealth LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 34,234 shares of DFAE stock, worth $1.09 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
34,234
Previous 8,745
291.47%
Holding current value
$1.09 Million
Previous $226,000
338.5%
% of portfolio
0.15%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding DFAE
# of Institutions
606Shares Held
175MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$404 Million1.34% of portfolio
-
Mather Group, Llc. Chicago, IL12.1MShares$387 Million3.78% of portfolio
-
Ubs Group Ag6.13MShares$195 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC5.07MShares$162 Million0.01% of portfolio
-
Foster Group, Inc.4.02MShares$128 Million4.18% of portfolio