Live Oak Private Wealth LLC Dimensional ETF Tr Core Fxd In Transaction History
Live Oak Private Wealth LLC
- $644 Million
- Q2 2025
A detailed history of Live Oak Private Wealth LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 38,334 shares of DFCF stock, worth $1.65 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
38,334
Previous 14,917
156.98%
Holding current value
$1.65 Million
Previous $627,000
158.21%
% of portfolio
0.25%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding DFCF
# of Institutions
425Shares Held
120MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$496 Million12.43% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.66MShares$158 Million9.18% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.04MShares$131 Million10.8% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$122 Million8.26% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$120 Million1.31% of portfolio