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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

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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
2025-12-31 $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