Live Oak Private Wealth LLC Dimensional ETF Tr Transaction History

Live Oak Private Wealth LLC

  • $676 Million
  • Q4 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 126,630 shares of DFAI stock, worth $4.7 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
126,630
Previous 117,760 7.53%
Holding current value
$4.7 Million
Previous $4.28 Million 9.72%
% of portfolio
0.69%
Previous 0.62%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
BUY
$35.82 - $37.52 $317,723 - $332,802
8,870 Added 7.53%
126,630 $4.7 Million
Q3 2025

Oct 17, 2025
BUY
$34.05 - $36.55 $1.2 Million - $1.29 Million
35,371 Added 42.93%
117,760 $4.28 Million
Q2 2025

Aug 04, 2025
BUY
$28.02 - $34.71 $1.32 Million - $1.64 Million
47,179 Added 133.99%
82,389 $2.85 Million
Q1 2025

Apr 22, 2025
BUY
$28.88 - $32.4 $571,477 - $641,131
19,788 Added 128.31%
35,210 $1.1 Million
Q4 2024

Jan 28, 2025
BUY
$29.0 - $31.6 $447,238 - $487,335
15,422 New
15,422 $450,000

Others Institutions Holding DFAI

# of Institutions
730
Shares Held
288M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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