Live Oak Private Wealth LLC Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 9,531 shares of DFUV stock, worth $371,518. This represents 0.07% of its overall portfolio holdings.

Number of Shares
9,531
Previous 7,683 24.05%
Holding current value
$371,518
Previous $285,000 36.49%
% of portfolio
0.07%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
BUY
$36.22 - $40.9 $66,934 - $75,583
1,848 Added 24.05%
9,531 $389,000
Q4 2023

Jan 29, 2024
BUY
$31.85 - $37.39 $244,703 - $287,267
7,683 New
7,683 $285,000

Others Institutions Holding DFUV

# of Institutions
593
Shares Held
242M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

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