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 $449,620. This represents 0.16% of its overall portfolio holdings.
Number of Shares
9,426
Previous 9,368
0.62%
Holding current value
$449,620
Previous $452 Million
1.02%
% of portfolio
0.16%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding DFNM
# of Institutions
202Shares Held
22.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.1 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$56.9 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$45.7 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43 Million4.9% of portfolio