Live Oak Private Wealth LLC Dimensional ETF Tr Transaction History
Live Oak Private Wealth LLC
- $570 Million
- Q4 2024
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 15,422 shares of DFAI stock, worth $485,484. This represents 0.08% of its overall portfolio holdings.
Number of Shares
15,422Holding current value
$485,484% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding DFAI
# of Institutions
608Shares Held
230MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.02 Billion6.3% of portfolio
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Sym Financial Corp6.65MShares$209 Million25.25% of portfolio
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Bank Of America Corp Charlotte, NC6MShares$189 Million0.01% of portfolio
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Envestnet Asset Management Inc5.99MShares$188 Million0.06% of portfolio
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Cable Hill Partners, LLC Portland, OR5.58MShares$176 Million17.39% of portfolio