Live Oak Private Wealth LLC Dimensional ETF Tr Dimensional Transaction History

Live Oak Private Wealth LLC

  • $593 Million
  • Q3 2024

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 85,875 shares of DFIC stock, worth $2.26 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
85,875
Previous 85,875 -0.0%
Holding current value
$2.26 Million
Previous $2.26 Million 7.04%
% of portfolio
0.41%
Previous 0.4%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
364
Shares Held
234M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
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