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
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025

BUY
$22.87 - $28.95 $582,933 - $737,906
25,489 Added 291.47%
34,234 $991,000
Q1 2025

Apr 22, 2025

BUY
$24.64 - $26.86 $215,476 - $234,890
8,745 New
8,745 $226,000

Others Institutions Holding DFAE

About DIMENSIONAL ETF TR


  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
Track This Portfolio

Track Live Oak Private Wealth LLC Portfolio

Follow Live Oak Private Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Live Oak Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Live Oak Private Wealth LLC with notifications on news.