Great Oak Capital Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Great Oak Capital Partners, LLC
- $299 Billion
- Q1 2025
A detailed history of Great Oak Capital Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Great Oak Capital Partners, LLC holds 16,618 shares of DFIC stock, worth $468,627. This represents 0.14% of its overall portfolio holdings.
Number of Shares
16,618
Previous 16,618
-0.0%
Holding current value
$468,627
Previous $424 Million
-0.0%
% of portfolio
0.14%
Previous 0.14%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
443Shares Held
266MCall Options Held
5.9KPut Options Held
0-
Envestnet Asset Management Inc29.5MShares$831 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$773 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$461 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$173 Million10.37% of portfolio
-
Rw Investment Management LLC Eagle, ID4.92MShares$139 Million15.48% of portfolio