Live Oak Private Wealth LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 39,179 shares of DFAU stock, worth $1.63 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
39,179Holding current value
$1.63 Million% of portfolio
0.28%Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
441Shares Held
2.1BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$82.4 Billion4.8% of portfolio
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Sequoia Financial Advisors, LLC4.94MShares$206 Million1.73% of portfolio
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Parsec Financial Management, Inc.4.15MShares$173 Million5.04% of portfolio
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Modera Wealth Management, LLC3.64MShares$151 Million1.81% of portfolio
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Aquire Wealth Advisors, LLC3.5MShares$145 Million43.58% of portfolio