Dimensional Etf Trust shares owned by Live Oak Private Wealth
Quarter-by-quarter ownership of Dimensional Etf Trust (DFEM) 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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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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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.2M | 41k | 28.15 |
2024-06-30 | $1.1M | 41k | 26.73 |
2024-03-31 | $1.1M | 44k | 25.49 |
2023-12-31 | $1.1M | 44k | 24.96 |
2023-09-30 | $1.0M | 44k | 23.31 |
2023-06-30 | $1.0M | 44k | 24.05 |
2023-03-31 | $952k | 40k | 23.59 |
2022-12-31 | $906k | 40k | 22.46 |
2022-09-30 | $748k | 37k | 20.45 |