Great Oak Capital Partners, LLC Dimensional ETF Tr Core Fxd In Transaction History
Great Oak Capital Partners, LLC
- $299 Billion
- Q4 2024
A detailed history of Great Oak Capital Partners, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Great Oak Capital Partners, LLC holds 619,091 shares of DFCF stock, worth $25.8 Million. This represents 8.44% of its overall portfolio holdings.
Number of Shares
619,091
Previous 564,377
9.69%
Holding current value
$25.8 Million
Previous $24.2 Billion
4.47%
% of portfolio
8.44%
Previous 8.36%
Shares
5 transactions
Others Institutions Holding DFCF
# of Institutions
367Shares Held
3.55BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$143 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$481 Million3.2% of portfolio
-
Truepoint, Inc.10.5MShares$437 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$111 Million23.84% of portfolio