Great Oak Capital Partners, LLC Dimensional ETF Tr Emerging Mk 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 Emerging Mk stock. As of the latest transaction made, Great Oak Capital Partners, LLC holds 987,871 shares of DFEM stock, worth $26.2 Million. This represents 9.76% of its overall portfolio holdings.
Number of Shares
987,871
Previous 952,233
3.74%
Holding current value
$26.2 Million
Previous $24.9 Billion
13.21%
% of portfolio
9.76%
Previous 9.38%
Shares
4 transactions
Others Institutions Holding DFEM
# of Institutions
347Shares Held
132MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$414 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$153 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$118 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$106 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$105 Million1.18% of portfolio