Great Oak Capital Partners, LLC Dimensional ETF Tr Core Fxd In 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 Core Fxd In stock. As of the latest transaction made, Great Oak Capital Partners, LLC holds 564,377 shares of DFCF stock, worth $23.9 Million. This represents 8.36% of its overall portfolio holdings.
Number of Shares
564,377
Previous 557,955
1.15%
Holding current value
$23.9 Million
Previous $23.7 Billion
1.79%
% of portfolio
8.36%
Previous 8.93%
Shares
4 transactions
Others Institutions Holding DFCF
# of Institutions
330Shares Held
87.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$444 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$118 Million11.43% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$113 Million23.84% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$103 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$88.1 Million12.12% of portfolio