Dimensional Etf Trust shares owned by Live Oak Private Wealth
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAT) shares owned by Live Oak Private Wealth
from 13F filings
Historical chart of Live Oak Private Wealth investment in Dimensional Etf Trust
Tip: Access up to 7 years of quarterly data
All positions including Dimensional Etf Trust held by Live Oak Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Dimensional Etf Trust by Live Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.1M | 55k | 55.63 |
| 2024-06-30 | $2.9M | 55k | 51.87 |
| 2024-03-31 | $3.0M | 55k | 54.43 |
| 2023-12-31 | $2.8M | 53k | 52.33 |
| 2023-09-30 | $1.9M | 42k | 45.69 |
| 2023-06-30 | $1.9M | 42k | 46.39 |
| 2023-03-31 | $1.9M | 42k | 44.50 |
| 2022-12-31 | $1.8M | 42k | 43.95 |
| 2022-09-30 | $1.6M | 42k | 38.98 |
| 2022-06-30 | $1.7M | 42k | 40.22 |