Live Oak Private Wealth LLC Dimensional ETF Tr Transaction History
Live Oak Private Wealth LLC
- $570 Million
- Q4 2024
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 39,179 shares of DFAU stock, worth $1.55 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
39,179Holding current value
$1.55 Million% of portfolio
0.28%Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
479Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$78.4 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.08 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$196 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$164 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$144 Million1.81% of portfolio