Live Oak Private Wealth LLC Dimensional ETF Tr Emerging Mk 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 Emerging Mk stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 38,175 shares of DFEM stock, worth $1.24 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
38,175
Previous 38,175
-0.0%
Holding current value
$1.24 Million
Previous $1.01 Million
12.18%
% of portfolio
0.18%
Previous 0.17%
Shares
5 transactions
Others Institutions Holding DFEM
# of Institutions
476Shares Held
164MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.8MShares$544 Million8.65% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.58MShares$213 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.01MShares$195 Million2.54% of portfolio
-
Truepoint, Inc.4.49MShares$146 Million3.41% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$128 Million1.18% of portfolio