Great Oak Capital Partners, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Great Oak Capital Partners, LLC holds 586,191 shares of DIHP stock, worth $15.5 Million. This represents 5.55% of its overall portfolio holdings.
Number of Shares
586,191
Previous 558,464
4.96%
Holding current value
$15.5 Million
Previous $14.5 Billion
10.77%
% of portfolio
5.55%
Previous 5.46%
Shares
4 transactions
Others Institutions Holding DIHP
# of Institutions
197Shares Held
106MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$595 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.4MShares$460 Million1.16% of portfolio
-
Savant Capital, LLC8.48MShares$225 Million2.0% of portfolio
-
Vista Wealth Management Group, LLC6.05MShares$160 Million11.58% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$159 Million3.18% of portfolio