Great Oak Capital Partners, LLC Dimensional ETF Tr Short Durat 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 Short Durat stock. As of the latest transaction made, Great Oak Capital Partners, LLC holds 365,408 shares of DFSD stock, worth $17.3 Million. This represents 6.01% of its overall portfolio holdings.
Number of Shares
365,408
Previous 341,865
6.89%
Holding current value
$17.3 Million
Previous $16.2 Billion
7.2%
% of portfolio
6.01%
Previous 6.1%
Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49MCall Options Held
0Put Options Held
0-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$112 Million11.04% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.3 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$95.8 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$95.2 Million16.23% of portfolio