Live Oak Private Wealth LLC Dimensional ETF Tr U S Target 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 U S Target stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 54,357 shares of DFAT stock, worth $3 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
54,357
Previous 55,211 1.55%
Holding current value
$3 Million
Previous $3.07 Million 1.5%
% of portfolio
0.53%
Previous 0.52%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
748
Shares Held
168M
Call Options Held
500
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
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