Great Oak Capital Partners, LLC Incresed Positions in Q3 2024

Great Oak Capital Partners, LLC

  • $289 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAT
Dimensional ETF Tr U S Target

ETFs
20.9K
+ 1.77%
$51.0 - $57.07 $1.07M - $1.2M
1.2M $66.5B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
35.6K
+ 3.74%
$25.21 - $28.46 $898K - $1.01M
988K $28.2B
DUHP
Dimensional ETF Tr Dimensional

ETFs
36.6K
+ 4.2%
$30.74 - $34.07 $1.12M - $1.25M
907K $30.9B
Dimensional ETF Trust
16.7K
+ 4.92%
N/A
355K $22.5B
DISV
Dimensional ETF Tr Dimensional

ETFs
63.7K
+ 22.22%
$26.06 - $29.18 $1.66M - $1.86M
351K $10.1B
Dimensional ETF Trust
13.7K
+ 1.75%
N/A
795K $24.6B
DFAR
Dimensional ETF Tr Dimensional

ETFs
34.7K
+ 4.67%
$21.91 - $26.03 $761K - $904K
779K $19.5B
DIHP
Dimensional ETF Tr Dimensional

ETFs
27.7K
+ 4.96%
$25.23 - $27.94 $700K - $775K
586K $16.1B
DFSD
Dimensional ETF Tr Short Durat

ETFs
23.5K
+ 6.89%
$47.0 - $47.84 $1.11M - $1.13M
365K $17.4B
DFIV
Dimensional ETF Tr

ETFs
22.3K
+ 23.08%
$34.66 - $38.38 $771K - $854K
119K $4.51B
Dimensional ETF Trust
8.33K
+ 14.95%
N/A
64.1K $3.25B
Nb Bancorp Inc
5K
+ 2.64%
N/A
195K $3.49B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4
+ 0.11%
$475.2 - $527.7 $1.9K - $2.11K
3.76K $1.98B
AAPL
Apple Inc.

Technology
70
+ 1.43%
$207.23 - $234.82 $14.5K - $16.4K
4.98K $1.13B
AMZN
Amazon Com Inc

Consumer Cyclical
3
+ 0.09%
$161.02 - $200.0 $483 - $600
3.34K $622M
DFSV
Dimensional ETF Tr Dimensional

ETFs
1.2K
+ 7.17%
$28.25 - $31.7 $33.8K - $37.9K
17.9K $546M
UPRO
Proshares Trust Proshares Ultr

ETFs
10
+ 0.26%
$64.53 - $86.19 $645 - $862
3.87K $331M
MSFT
Microsoft Corp

Technology
3
+ 0.13%
$395.15 - $467.56 $1.19K - $1.4K
2.28K $949M
MGC
Vanguard Mega Cap ETF

ETFs
5
+ 0.35%
$185.93 - $206.64 $930 - $1.03K
1.44K $296M
ES
Eversource Energy

Utilities
33
+ 0.19%
$56.52 - $68.38 $1.87K - $2.26K
17.3K $1.13B
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.04%
$148.65 - $191.18 $149 - $191
2.24K $374M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
58
+ 0.62%
$47.7 - $48.54 $2.77K - $2.82K
9.43K $456M
Activity Summary
Buys All Purchases 24 New Holdings 1 Increased Positions 23 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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