Great Oak Capital Partners, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Great Oak Capital Partners, LLC holds 16,618 shares of DFIC stock, worth $440,377. This represents 0.14% of its overall portfolio holdings.
Number of Shares
16,618
Previous 19,833
16.21%
Holding current value
$440,377
Previous $553 Million
23.25%
% of portfolio
0.14%
Previous 0.19%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
372Shares Held
237MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$715 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$682 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$418 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$156 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$129 Million17.02% of portfolio