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Dimensional Etf Trust shares owned by Live Oak Private Wealth

Quarter-by-quarter ownership of Dimensional Etf Trust (DUSB) 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
2025-09-30 $728k 14k 50.78
2025-06-30 $1.2M 24k 50.75
2025-03-31 $638k 13k 50.73

More positions owned by Live Oak Private Wealth

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Charles Schwab Corporation (SCHW)
Apple (AAPL)
Bank of America Corporation (BAC)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Lowe's Companies (LOW)
Hca Holdings (HCA)
Dollar Tree (DLTR)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Sony Group Corp Sponsored Adr (SONY)
Newmont Mining Corporation (NEM)

View all positions for Live Oak Private Wealth

Top funds holding Dimensional Etf Trust

Planning Center
Prudent Man Investment Management
Root Financial Partners
SJS Investment Consulting
SC&H Financial Advisors
Chicago Partners Investment
Market Street Wealth Management Advisors
Sterling Wealth Management
DiNuzzo Private Wealth
Phillips Financial Management
Savant Capital Management
American Capital Advisory
Vise Technologies
Pillar Financial Advisors
TAGStone Capital

View all funds holding Dimensional Etf Trust