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
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Quarterly reported holdings in Dimensional Etf Trust by Live Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 58k | 58.21 |
| 2025-06-30 | $3.1M | 58k | 53.96 |
| 2025-03-31 | $3.0M | 58k | 51.49 |
| 2024-12-31 | $3.0M | 54k | 55.66 |
| 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 |