Live Oak Private Wealth LLC Dimensional ETF Tr Short Durat 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 Short Durat stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 106,670 shares of DFSD stock, worth $5.16 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
106,670
Previous 74,162 43.83%
Holding current value
$5.16 Million
Previous $3.56 Million 44.38%
% of portfolio
0.74%
Previous 0.55%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$47.86 - $48.43 $1.56 Million - $1.57 Million
32,508 Added 43.83%
106,670 $5.14 Million
Q2 2025

Aug 04, 2025
BUY
$47.09 - $48.01 $1.68 Million - $1.71 Million
35,682 Added 92.73%
74,162 $3.56 Million
Q1 2025

Apr 22, 2025
BUY
$46.74 - $47.55 $1.45 Million - $1.48 Million
31,026 Added 416.23%
38,480 $1.83 Million
Q4 2024

Jan 28, 2025
BUY
$46.75 - $47.8 $348,474 - $356,301
7,454 New
7,454 $349,000

Others Institutions Holding DFSD

# of Institutions
370
Shares Held
77.4M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

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