Live Oak Private Wealth LLC Dimensional ETF Tr Core Fxd In 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 Core Fxd In stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 5,186 shares of DFCF stock, worth $215,426. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,186Holding current value
$215,426% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding DFCF
# of Institutions
342Shares Held
3.53BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$143 Billion8.57% of portfolio
-
Truepoint, Inc.10.5MShares$435 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$120 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$111 Million23.84% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.48MShares$103 Million13.14% of portfolio