Live Oak Private Wealth LLC Dimensional ETF Tr U S Target Transaction History

Live Oak Private Wealth LLC

$691 Million
Q3 2025

A detailed history of Live Oak Private Wealth LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 57,751 shares of DFAT stock, worth $3.33 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

57,751

Previous 57,751 -0.0%

Holding current value

$3.33 Million

Previous $3.12 Million 7.86%

% of portfolio

0.49%

Previous 0.48%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$50.44 - $58.1 $171,193 - $197,191	3,394 Added 6.24%	57,751 $2.97 Million
Q4 2024 Jan 28, 2025	SELL	$54.54 - $61.04 $46,577 - $52,128	-854 Reduced 1.55%	54,357 $3.03 Million
Q2 2024 Jul 17, 2024	SELL	$50.18 - $54.47 $8,580 - $9,314	-171 Reduced 0.31%	55,211 $2.86 Million
Q1 2024 Apr 23, 2024	BUY	$49.45 - $54.43 $97,218 - $107,009	1,966 Added 3.68%	55,382 $3.01 Million
Q4 2023 Jan 29, 2024	BUY	$42.71 - $53.09 $493,086 - $612,924	11,545 Added 27.57%	53,416 $2.8 Million
Q2 2022 Jul 27, 2022	BUY	$39.72 - $47.15 $1.66 Million - $1.97 Million	41,871 New	41,871 $1.68 Million

Others Institutions Holding DFAT

# of Institutions

792

Shares Held

171M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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Live Oak Private Wealth LLC Dimensional ETF Tr U S Target Transaction History