Live Oak Private Wealth LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 79,910 shares of DFIC stock, worth $2.2 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
79,910
Previous 85,875 6.95%
Holding current value
$2.2 Million
Previous $2.42 Million 14.53%
% of portfolio
0.36%
Previous 0.41%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
438
Shares Held
2.29B
Call Options Held
5.9K
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
Track This Portfolio

Track Live Oak Private Wealth LLC Portfolio

Follow Live Oak Private Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Live Oak Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Live Oak Private Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email