Great Oak Capital Partners, LLC Dimensional ETF Tr Emerging Mk Transaction History
Great Oak Capital Partners, LLC
- $266 Billion
- Q2 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 952,233 shares of DFEM stock, worth $25.3 Million. This represents 9.38% of its overall portfolio holdings.
Number of Shares
952,233
Previous 825,423
15.36%
Holding current value
$25.3 Million
Previous $21 Billion
18.49%
% of portfolio
9.38%
Previous 9.34%
Shares
3 transactions
Others Institutions Holding DFEM
# of Institutions
325Shares Held
123MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.1MShares$401 Million8.3% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.46MShares$145 Million0.26% of portfolio
-
Truepoint, Inc.4.23MShares$113 Million3.28% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.97MShares$106 Million0.17% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$105 Million1.18% of portfolio