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 23,251 shares of DFSV stock, worth $728,221. This represents 0.24% of its overall portfolio holdings.
Number of Shares
23,251
Previous 17,873
30.09%
Holding current value
$728,221
Previous $546 Million
30.01%
% of portfolio
0.24%
Previous 0.19%
Shares
5 transactions
Others Institutions Holding DFSV
# of Institutions
381Shares Held
105MCall Options Held
10.1KPut Options Held
0-
Savant Capital, LLC8.05MShares$252 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$239 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.44MShares$170 Million5.92% of portfolio
-
Mather Group, Llc. Chicago, IL4.17MShares$131 Million1.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.98MShares$125 Million0.19% of portfolio