Live Oak Private Wealth LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 309,194 shares of DFAU stock, worth $14.2 Million. This represents 2.05% of its overall portfolio holdings.

Number of Shares
309,194
Previous 229,853 34.52%
Holding current value
$14.2 Million
Previous $9.74 Million 45.32%
% of portfolio
2.05%
Previous 1.51%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$42.42 - $45.96 $3.37 Million - $3.65 Million
79,341 Added 34.52%
309,194 $14.1 Million
Q2 2025

Aug 04, 2025
BUY
$34.04 - $42.36 $4.55 Million - $5.66 Million
133,668 Added 138.97%
229,853 $9.74 Million
Q1 2025

Apr 22, 2025
BUY
$37.84 - $42.29 $2.16 Million - $2.41 Million
57,006 Added 145.5%
96,185 $3.7 Million
Q4 2024

Jan 28, 2025
BUY
$39.27 - $42.38 $1.54 Million - $1.66 Million
39,179 New
39,179 $1.59 Million

Others Institutions Holding DFAU

# of Institutions
546
Shares Held
149M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAU Quotes by TradingView
  • Ticker DFAU
  • Sector ETFs
  • Industry ETFs
More about DFAU
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