Great Oak Capital Partners, LLC DIMENSIONAL ETF TRUST Transaction History

Great Oak Capital Partners, LLC

  • $289 Billion
  • Q3 2024
Number of Shares
12,784
Previous 37,510 65.92%
Holding current value
$361 Million
Previous $1.01 Billion 64.19%
% of portfolio
0.12%
Previous 0.38%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
SELL
N/A
-24,726 Reduced 65.92%
12,784 $361 Million
Q2 2024

Aug 13, 2024
SELL
N/A
-97,335 Reduced 72.18%
37,510 $1.01 Billion
Q1 2024

Apr 15, 2024
SELL
N/A
-60,050 Reduced 30.81%
134,845 $3.44 Billion
Q4 2023

Feb 26, 2024
BUY
N/A
194,895 New
194,895 $5.06 Billion
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