Live Oak Private Wealth LLC Dimensional ETF Tr Emerging Mk 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 Emerging Mk stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 38,175 shares of DFEM stock, worth $1.01 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
38,175
Previous 41,135 7.2%
Holding current value
$1.01 Million
Previous $1.16 Million 13.66%
% of portfolio
0.18%
Previous 0.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
SELL
$26.16 - $28.82 $77,433 - $85,307
-2,960 Reduced 7.2%
38,175 $999,000
Q2 2024

Jul 17, 2024
SELL
$24.84 - $27.2 $59,119 - $64,736
-2,380 Reduced 5.47%
41,135 $1.1 Million
Q2 2023

Aug 07, 2023
BUY
$23.0 - $24.82 $73,025 - $78,803
3,175 Added 7.87%
43,515 $1.05 Million
Q4 2022

Feb 10, 2023
BUY
$20.21 - $23.44 $75,989 - $88,134
3,760 Added 10.28%
40,340 $906,000
Q3 2022

Oct 25, 2022
BUY
$20.44 - $24.05 $747,695 - $879,749
36,580 New
36,580 $748,000

Others Institutions Holding DFEM

# of Institutions
418
Shares Held
1.16B
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR EMERGING MK

DFEM Quotes by TradingView
  • Ticker DFEM
  • Sector ETFs
  • Industry ETFs
More about DFEM
Track This Portfolio

Track Live Oak Private Wealth LLC Portfolio

Follow Live Oak Private Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Live Oak Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Live Oak Private Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email