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

Live Oak Private Wealth LLC

  • $562 Million
  • Q1 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 55,382 shares of DFAT stock, worth $2.85 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
55,382
Previous 53,416 3.68%
Holding current value
$2.85 Million
Previous $2.8 Million 7.84%
% of portfolio
0.54%
Previous 0.54%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
632
Shares Held
152M
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
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