Live Oak Private Wealth LLC DFSD Holdings History
Live Oak Private Wealth LLC's Dimensional Short-Duration Fixed Income ETF Holding Summary
As of 2025-03-31, Live Oak Private Wealth LLC held 38,480.00 shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $1.83 Mil. This investment constitutes 0.3% of their stock portfolio, and Live Oak Private Wealth LLC now holds 0.04% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.
The initial trade took place in 2024Q4. And since then Live Oak Private Wealth LLC has made 2 purchases of DFSD, at an average price of $47.24, for a total of 38,480.00 shares. Based on historical transaction data and DFSD's current price of $48.01, Live Oak Private Wealth LLC's estimated gain on his DFSD holdings is $29,802.88, reflecting a 1.64% gain to date.
Live Oak Private Wealth LLC DFSD ($48.01) Holding Chart
Live Oak Private Wealth LLC DFSD ($48.01) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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