Great Oak Capital Partners, LLC Dimensional ETF Tr Natl Mun Bd 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 Natl Mun Bd stock. As of the latest transaction made, Great Oak Capital Partners, LLC holds 9,426 shares of DFNM stock, worth $451,128. This represents 0.16% of its overall portfolio holdings.
Number of Shares
9,426
Previous 9,368
0.62%
Holding current value
$451,128
Previous $452 Million
1.02%
% of portfolio
0.16%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding DFNM
# of Institutions
185Shares Held
21.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$124 Million3.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.3 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57.1 Million2.25% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.1 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL885KShares$42.3 Million1.92% of portfolio