Live Oak Private Wealth LLC Dimensional ETF Tr Core Fxd In 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 Core Fxd In stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 53,506 shares of DFCF stock, worth $2.29 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
53,506
Previous 38,334
39.58%
Holding current value
$2.29 Million
Previous $1.62 Million
41.26%
% of portfolio
0.33%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding DFCF
# of Institutions
441Shares Held
138MCall Options Held
0Put Options Held
0-
Truepoint, Inc.12MShares$514 Million12.3% of portfolio
-
Prudential Financial Inc Newark, NJ10.4MShares$445 Million0.56% of portfolio
-
Factory Mutual Insurance CO Waltham, MA4.54MShares$194 Million1.92% of portfolio
-
True Link Financial Advisors, LLC3.41MShares$146 Million9.43% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.15MShares$135 Million10.54% of portfolio