Dimensional Etf Trust shares owned by Live Oak Private Wealth
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAU) 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 csvQuarterly reported holdings in Dimensional Etf Trust by Live Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $16M | 332k | 46.80 |
| 2025-09-30 | $14M | 309k | 45.76 |
| 2025-06-30 | $9.7M | 230k | 42.36 |
| 2025-03-31 | $3.7M | 96k | 38.44 |
| 2024-12-31 | $1.6M | 39k | 40.49 |