Live Oak Private Wealth LLC Dimensional ETF Tr Dimensional Transaction History
Live Oak Private Wealth LLC
- $562 Million
- Q1 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 89,675 shares of DFIC stock, worth $2.41 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
89,675
Previous 89,675
-0.0%
Holding current value
$2.41 Million
Previous $2.29 Million
4.76%
% of portfolio
0.43%
Previous 0.44%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
329Shares Held
199MCall Options Held
100Put Options Held
100-
Envestnet Asset Management Inc21.4MShares$578 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO21.3MShares$573 Million1.62% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$430 Million8.27% of portfolio
-
Evensky & Katz LLC5.55MShares$150 Million10.48% of portfolio
-
Rw Investment Management LLC Eagle, ID4.55MShares$123 Million16.95% of portfolio