Live Oak Private Wealth LLC Dimensional ETF Tr Emerging Mk Transaction History
Live Oak Private Wealth LLC
- $593 Million
- Q1 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 $1.07 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
38,175
Previous 38,175
-0.0%
Holding current value
$1.07 Million
Previous $999,000
1.1%
% of portfolio
0.17%
Previous 0.18%
Shares
5 transactions
Others Institutions Holding DFEM
# of Institutions
441Shares Held
159MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.6MShares$466 Million8.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.49MShares$182 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.11MShares$172 Million2.63% of portfolio
-
Truepoint, Inc.4.91MShares$138 Million3.62% of portfolio
-
High Tower Advisors, LLC Chicago, IL4.48MShares$126 Million0.17% of portfolio