Dimensional Etf Trust shares owned by Live Oak Private Wealth
Quarter-by-quarter ownership of Dimensional Etf Trust (DFSD) 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 | $5.1M | 107k | 48.19 |
| 2025-06-30 | $3.6M | 74k | 48.01 |
| 2025-03-31 | $1.8M | 39k | 47.52 |
| 2024-12-31 | $349k | 7.5k | 46.88 |