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 $480,241. This represents 0.08% of its overall portfolio holdings.

Number of Shares

15,422

Holding current value

$480,241

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 28, 2025	BUY	$29.0 - $31.6 $447,238 - $487,335	15,422 New	15,422 $450,000

Others Institutions Holding DFAI

# of Institutions

602

Shares Held

229M

Call Options Held

3.7K

Put Options Held

Essential Planning, Llc. Portsmouth, NH

32.3M
Shares

$1.01 Billion
6.3% of portfolio
Sym Financial Corp

6.65M
Shares

$207 Million
25.25% of portfolio
Bank Of America Corp Charlotte, NC

6M
Shares

$187 Million
0.01% of portfolio
Envestnet Asset Management Inc

5.99M
Shares

$186 Million
0.06% of portfolio
Cable Hill Partners, LLC Portland, OR

5.58M
Shares

$174 Million
17.39% of portfolio

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About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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Live Oak Private Wealth LLC Dimensional ETF Tr Transaction History