Great Oak Capital Partners, LLC Dimensional ETF Tr Dimensional Transaction History

Great Oak Capital Partners, LLC

$381 Billion
Q3 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 34,467 shares of DFSV stock, worth $1.08 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

34,467

Previous 33,724 2.2%

Holding current value

$1.08 Million

Previous $1.04 Billion 6.21%

% of portfolio

0.29%

Previous 0.3%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$29.2 - $32.74 $21,695 - $24,325	743 Added 2.2%	34,467 $1.1 Billion
Q2 2025 Jul 15, 2025	BUY	$24.21 - $29.47 $253,551 - $308,639	10,473 Added 45.04%	33,724 $1.04 Billion
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

496

Shares Held

140M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

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Great Oak Capital Partners, LLC Dimensional ETF Tr Dimensional Transaction History