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 $1.64 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
39,179Holding current value
$1.64 Million% of portfolio
0.28%Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
423Shares Held
2.09BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$82.9 Billion4.8% of portfolio
-
Sequoia Financial Advisors, LLC4.82MShares$202 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$174 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$154 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$146 Million43.58% of portfolio