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 636,548 shares of DIHP stock, worth $16.9 Million. This represents 5.34% of its overall portfolio holdings.
Number of Shares
636,548
Previous 586,191
8.59%
Holding current value
$16.9 Million
Previous $16.1 Billion
0.52%
% of portfolio
5.34%
Previous 5.55%
Shares
5 transactions
Others Institutions Holding DIHP
# of Institutions
231Shares Held
123MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$595 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$588 Million1.34% of portfolio
-
Savant Capital, LLC15.5MShares$411 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.34MShares$168 Million10.75% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$159 Million3.18% of portfolio