Live Oak Private Wealth LLC Dimensional ETF Tr U S Core Eq 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 U S Core Eq stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 40,069 shares of DFAC stock, worth $1.55 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
40,069
Previous 29,036 38.0%
Holding current value
$1.55 Million
Previous $1.04 Million 48.56%
% of portfolio
0.22%
Previous 0.16%

Shares

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

Oct 17, 2025
BUY
$36.04 - $38.78 $397,629 - $427,859
11,033 Added 38.0%
40,069 $1.55 Million
Q2 2025

Aug 04, 2025
BUY
$29.12 - $35.84 $845,528 - $1.04 Million
29,036 New
29,036 $1.04 Million

Others Institutions Holding DFAC

# of Institutions
1,175
Shares Held
809M
Call Options Held
10.4K
Put Options Held
20.1K
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

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