Live Oak Investment Partners Dimensional ETF Tr Us Marketwi Transaction History

Live Oak Investment Partners

$126 Million
Q4 2024

A detailed history of Live Oak Investment Partners transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Live Oak Investment Partners holds 196 shares of DFUV stock, worth $8,292. This represents 0.01% of its overall portfolio holdings.

Number of Shares

196

Holding current value

$8,292

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 06, 2025	BUY	$40.38 - $44.35 $7,914 - $8,692	196 New	196 $8,000

Others Institutions Holding DFUV

# of Institutions

700

Shares Held

275M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

33.9M
Shares

$1.43 Billion
0.46% of portfolio
Mercer Global Advisors Inc Denver, CO

31.5M
Shares

$1.33 Billion
3.18% of portfolio
Savant Capital, LLC

18M
Shares

$760 Million
5.98% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

14.4M
Shares

$610 Million
6.31% of portfolio
Ci Private Wealth, LLC Miami, FL

10.7M
Shares

$455 Million
0.67% of portfolio

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

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Live Oak Investment Partners Dimensional ETF Tr Us Marketwi Transaction History