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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

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
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