Great Oak Capital Partners, LLC Dimensional ETF Tr U S Target Transaction History
Great Oak Capital Partners, LLC
- $381 Billion
- Q3 2025
A detailed history of Great Oak Capital Partners, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Great Oak Capital Partners, LLC holds 1,390,328 shares of DFAT stock, worth $79.2 Million. This represents 21.33% of its overall portfolio holdings.
Number of Shares
1,390,328
Previous 1,337,702
3.93%
Holding current value
$79.2 Million
Previous $75 Billion
8.33%
% of portfolio
21.33%
Previous 21.47%
Shares
7 transactions
Others Institutions Holding DFAT
# of Institutions
807Shares Held
169MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$792 Million0.63% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$555 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$371 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$283 Million1.62% of portfolio