Live Oak Private Wealth LLC Dimensional ETF Tr Dimensional Transaction History

Live Oak Private Wealth LLC

$691 Million
Q3 2025

A detailed history of Live Oak Private Wealth LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 79,923 shares of DFIC stock, worth $2.62 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

79,923

Previous 79,910 0.02%

Holding current value

$2.62 Million

Previous $2.48 Million 5.48%

% of portfolio

0.38%

Previous 0.39%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$30.76 - $33.01 $399 - $429	13 Added 0.02%	79,923 $2.62 Million
Q4 2024 Jan 28, 2025	SELL	$25.61 - $28.0 $152,763 - $167,020	-5,965 Reduced 6.95%	79,910 $2.07 Million
Q2 2024 Jul 17, 2024	SELL	$25.73 - $27.44 $97,774 - $104,272	-3,800 Reduced 4.24%	85,875 $2.26 Million
Q2 2023 Aug 07, 2023	BUY	$23.45 - $24.88 $143,045 - $151,768	6,100 Added 7.3%	89,675 $2.18 Million
Q4 2022 Feb 10, 2023	BUY	$19.06 - $23.03 $127,701 - $154,301	6,700 Added 8.72%	83,575 $1.87 Million
Q3 2022 Oct 25, 2022	BUY	$19.05 - $23.07 $1.46 Million - $1.77 Million	76,875 New	76,875 $1.47 Million

Others Institutions Holding DFIC

# of Institutions

516

Shares Held

298M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

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Live Oak Private Wealth LLC Dimensional ETF Tr Dimensional Transaction History