Live Oak Private Wealth LLC Dimensional ETF Tr Dimensional Transaction History
Live Oak Private Wealth LLC
- $593 Million
- Q1 2025
A detailed history of Live Oak Private Wealth LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 79,910 shares of DFIC stock, worth $2.25 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
79,910
Previous 79,910
-0.0%
Holding current value
$2.25 Million
Previous $2.07 Million
7.46%
% of portfolio
0.37%
Previous 0.36%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
443Shares Held
266MCall Options Held
5.9KPut Options Held
0-
Envestnet Asset Management Inc29.5MShares$831 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$773 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$461 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$173 Million10.37% of portfolio
-
Rw Investment Management LLC Eagle, ID4.92MShares$139 Million15.48% of portfolio