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 650,080 shares of DISV stock, worth $19 Million. This represents 5.67% of its overall portfolio holdings.

Number of Shares
650,080
Previous 350,682 85.38%
Holding current value
$19 Million
Previous $10.1 Billion 68.08%
% of portfolio
5.67%
Previous 3.49%

Shares

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

Jan 15, 2025
BUY
$26.18 - $28.77 $7.84 Million - $8.61 Million
299,398 Added 85.38%
650,080 $17 Billion
Q3 2024

Oct 08, 2024
BUY
$26.06 - $29.18 $1.66 Million - $1.86 Million
63,746 Added 22.22%
350,682 $10.1 Billion
Q2 2024

Aug 13, 2024
BUY
$26.23 - $28.56 $7.53 Million - $8.19 Million
286,936 New
286,936 $7.67 Billion

Others Institutions Holding DISV

# of Institutions
327
Shares Held
66.8M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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