Great Oak Capital Partners, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Great Oak Capital Partners, LLC holds 221,893 shares of DFIV stock, worth $8.77 Million. This represents 2.62% of its overall portfolio holdings.

Number of Shares
221,893
Previous 118,674 86.98%
Holding current value
$8.77 Million
Previous $4.51 Billion 74.12%
% of portfolio
2.62%
Previous 1.56%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$34.86 - $37.97 $3.6 Million - $3.92 Million
103,219 Added 86.98%
221,893 $7.85 Billion
Q3 2024

Oct 08, 2024
BUY
$34.66 - $38.38 $771,219 - $853,993
22,251 Added 23.08%
118,674 $4.51 Billion
Q2 2024

Aug 13, 2024
BUY
$35.5 - $38.02 $3.42 Million - $3.67 Million
96,423 New
96,423 $3.42 Billion

Others Institutions Holding DFIV

# of Institutions
625
Shares Held
214M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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