Great Oak Capital Partners, LLC Dimensional ETF Tr Transaction History

Great Oak Capital Partners, LLC

$399 Billion
Q4 2025

A detailed history of Great Oak Capital Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Great Oak Capital Partners, LLC holds 6,455 shares of DFAX stock, worth $206,624. This represents 0.05% of its overall portfolio holdings.

Number of Shares

6,455

Holding current value

$206,624

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 06, 2026	BUY	$30.71 - $32.34 $198,233 - $208,754	6,455 New	6,455 $214 Million

Others Institutions Holding DFAX

# of Institutions

672

Shares Held

258M

Call Options Held

Put Options Held

Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$360 Million
3.18% of portfolio
Alerus Financial Na Grand Forks, ND

8.38M
Shares

$268 Million
14.39% of portfolio
Lpl Financial LLC Fort Mill, SC

8.09M
Shares

$259 Million
0.08% of portfolio
Geometric Wealth Advisors

7.29M
Shares

$233 Million
33.26% of portfolio
Allworth Financial LP

6.86M
Shares

$220 Million
0.98% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

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Great Oak Capital Partners, LLC Dimensional ETF Tr Transaction History