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 $650,097. This represents 0.24% of its overall portfolio holdings.

Number of Shares
23,251
Previous 17,873 30.09%
Holding current value
$650,097
Previous $546 Million 30.01%
% of portfolio
0.24%
Previous 0.19%

Shares

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

Jan 15, 2025
BUY
$30.18 - $33.87 $162,308 - $182,152
5,378 Added 30.09%
23,251 $710 Million
Q3 2024

Oct 08, 2024
BUY
$28.25 - $31.7 $33,758 - $37,881
1,195 Added 7.17%
17,873 $546 Million
Q2 2024

Aug 13, 2024
BUY
$27.81 - $30.13 $20,217 - $21,904
727 Added 4.56%
16,678 $485 Million
Q1 2024

Apr 15, 2024
BUY
$27.45 - $30.1 $122,921 - $134,787
4,478 Added 39.03%
15,951 $480 Million
Q4 2023

Feb 26, 2024
BUY
$23.61 - $29.53 $270,877 - $338,797
11,473 New
11,473 $334 Million

Others Institutions Holding DFSV

# of Institutions
416
Shares Held
109M
Call Options Held
600
Put Options Held
8.2K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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