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Long-Term Concentrated
Concentrated Active
Quant / Systematic
Diversified Active
DIMENSIONAL ETF TRUST
Ticker: DFGR
CUSIP: 25434V658
Class: Mutual Funds
Live Oak Private Wealth LLC's Holding History (CIK: 0001799877)
Note: Option positions (PUT/CALL) are excluded.
Q4 2025
Shares
14,282
Value ($000)
$377
Avg Close
—
Range
—
Q3 2025
Shares
12,908
Value ($000)
$353
Avg Close
—
Range
—
Q2 2025
Shares
8,507
Value ($000)
$228
Avg Close
—
Range
—
Period
Shares
Value ($000)
Average Close
Price Range
Q4 2025
14,282
$377
—
—
Q3 2025
12,908
$353
—
—
Q2 2025
8,507
$228
—
—