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

Live Oak Private Wealth LLC

  • $593 Million
  • Q3 2024

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 55,211 shares of DFAT stock, worth $3.18 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
55,211
Previous 55,211 -0.0%
Holding current value
$3.18 Million
Previous $2.86 Million 7.27%
% of portfolio
0.52%
Previous 0.51%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
668
Shares Held
156M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

DFAT Quotes by TradingView
  • Ticker DFAT
  • Sector ETFs
  • Industry ETFs
More about DFAT
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.

Choose your preferred platform and Sign Up 👇 Telegram Email