Great Oak Capital Partners, LLC Dimensional ETF Tr U S Target Transaction History
Great Oak Capital Partners, LLC
- $289 Billion
- Q3 2024
A detailed history of Great Oak Capital Partners, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Great Oak Capital Partners, LLC holds 1,204,295 shares of DFAT stock, worth $71.2 Million. This represents 22.99% of its overall portfolio holdings.
Number of Shares
1,204,295
Previous 1,183,352
1.77%
Holding current value
$71.2 Million
Previous $62 Billion
7.25%
% of portfolio
22.99%
Previous 23.33%
Shares
4 transactions
Others Institutions Holding DFAT
# of Institutions
655Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$836 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$735 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$519 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$436 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$307 Million2.46% of portfolio