Live Oak Private Wealth LLC Dimensional ETF Tr Emerging Mk 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 Emerging Mk stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 38,188 shares of DFEM stock, worth $1.26 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
38,188
Previous 38,175
0.03%
Holding current value
$1.26 Million
Previous $1.13 Million
8.03%
% of portfolio
0.18%
Previous 0.18%
Shares
6 transactions
Others Institutions Holding DFEM
# of Institutions
499Shares Held
174MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL17.2MShares$570 Million8.59% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.02MShares$199 Million2.34% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.75MShares$190 Million0.29% of portfolio
-
Sequoia Financial Advisors, LLC4.89MShares$162 Million1.07% of portfolio
-
Truepoint, Inc.4.44MShares$147 Million3.41% of portfolio