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

Great Oak Capital Partners, LLC

  • $399 Billion
  • Q4 2025

A detailed history of Great Oak Capital Partners, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Great Oak Capital Partners, LLC holds 579,543 shares of DFSD stock, worth $27.9 Million. This represents 6.97% of its overall portfolio holdings.

Number of Shares
579,543
Previous 472,529 22.65%
Holding current value
$27.9 Million
Previous $22.8 Billion 21.86%
% of portfolio
6.97%
Previous 5.99%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 06, 2026
BUY
$48.17 - $48.5 $5.15 Million - $5.19 Million
107,014 Added 22.65%
579,543 $27.8 Billion
Q3 2025

Oct 17, 2025
BUY
$47.86 - $48.43 $469,315 - $474,904
9,806 Added 2.12%
472,529 $22.8 Billion
Q2 2025

Jul 15, 2025
BUY
$47.09 - $48.01 $711,482 - $725,383
15,109 Added 3.38%
462,723 $22.2 Billion
Q4 2024

Jan 15, 2025
BUY
$46.75 - $47.8 $3.84 Million - $3.93 Million
82,206 Added 22.5%
447,614 $20.9 Billion
Q3 2024

Oct 08, 2024
BUY
$47.0 - $47.84 $1.11 Million - $1.13 Million
23,543 Added 6.89%
365,408 $17.4 Billion
Q2 2024

Aug 13, 2024
BUY
$46.64 - $47.15 $4.46 Million - $4.51 Million
95,643 Added 38.84%
341,865 $16.2 Billion
Q1 2024

Apr 15, 2024
BUY
$46.78 - $47.19 $3.39 Million - $3.42 Million
72,390 Added 41.64%
246,222 $11.6 Billion
Q4 2023

Feb 26, 2024
BUY
$46.16 - $47.09 $8.02 Million - $8.19 Million
173,832 New
173,832 $8.17 Billion

Others Institutions Holding DFSD

# of Institutions
388
Shares Held
84.9M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

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