Live Oak Private Wealth LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 45,708 shares of DFAE stock, worth $1.49 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
45,708
Previous 34,234 33.52%
Holding current value
$1.49 Million
Previous $991,000 45.41%
% of portfolio
0.21%
Previous 0.15%

Shares

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

Oct 17, 2025
BUY
$28.84 - $31.84 $330,910 - $365,332
11,474 Added 33.52%
45,708 $1.44 Million
Q2 2025

Aug 04, 2025
BUY
$22.87 - $28.95 $582,933 - $737,906
25,489 Added 291.47%
34,234 $991,000
Q1 2025

Apr 22, 2025
BUY
$24.64 - $26.86 $215,476 - $234,890
8,745 New
8,745 $226,000

Others Institutions Holding DFAE

# of Institutions
635
Shares Held
186M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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