Live Oak Private Wealth LLC Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 9,531 shares of DFUV stock, worth $389,817. This represents 0.07% of its overall portfolio holdings.
Number of Shares
9,531
Previous 9,531
-0.0%
Holding current value
$389,817
Previous $374,000
6.15%
% of portfolio
0.07%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.44 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.35 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$757 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$590 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$445 Million0.65% of portfolio