Live Oak Private Wealth LLC Dimensional ETF Tr Transaction History
Live Oak Private Wealth LLC
- $593 Million
- Q1 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 8,745 shares of DFAE stock, worth $227,282. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,745Holding current value
$227,282% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding DFAE
# of Institutions
549Shares Held
171MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$404 Million2.64% of portfolio
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Retirement Systems Of Alabama12.7MShares$329 Million1.3% of portfolio
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Mather Group, Llc. Chicago, IL10.6MShares$277 Million3.21% of portfolio
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Ubs Group Ag5.28MShares$137 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.58MShares$119 Million0.01% of portfolio