Great Oak Capital Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Great Oak Capital Partners, LLC
- $299 Billion
- Q1 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 650,080 shares of DISV stock, worth $19.2 Million. This represents 5.67% of its overall portfolio holdings.
Number of Shares
650,080
Previous 650,080
-0.0%
Holding current value
$19.2 Million
Previous $17 Billion
-0.0%
% of portfolio
5.67%
Previous 5.67%
Shares
3 transactions
Others Institutions Holding DISV
# of Institutions
326Shares Held
66.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$262 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$189 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$93.2 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$66 Million1.08% of portfolio
-
Ritholtz Wealth Management1.65MShares$48.8 Million1.46% of portfolio