Live Oak Private Wealth LLC DFAU Holdings History
Live Oak Private Wealth LLC's Dimensional US Core Equity Market ETF Holding Summary
As of 2025-03-31, Live Oak Private Wealth LLC held 96,185.00 shares of Dimensional US Core Equity Market ETF(DFAU), totaling $3.70 Mil. This investment constitutes 0.6% of their stock portfolio, and Live Oak Private Wealth LLC now holds 0.05% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.
The initial trade took place in 2024Q4. And since then Live Oak Private Wealth LLC has made 2 purchases of DFAU, at an average price of $40.70, for a total of 96,185.00 shares. Based on historical transaction data and DFAU's current price of $43.21, Live Oak Private Wealth LLC's estimated gain on his DFAU holdings is $241,782.91, reflecting a 6.18% gain to date.
Live Oak Private Wealth LLC DFAU ($43.21) Holding Chart
Live Oak Private Wealth LLC DFAU ($43.21) 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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