Live Oak Investment Partners’s U.S. Targeted Value Portfolio ETF Class Shares DFAT Stock Holding History

Live Oak Investment Partners’s Portfolio DFAT Stock Details DFAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Hold	0	–	–	–	175

Other funds holding DFAT

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Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return