Great Oak Capital Partners, LLC Dimensional ETF Tr U S Core Eq 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 U S Core Eq stock. As of the latest transaction made, Great Oak Capital Partners, LLC holds 77,030 shares of DFAC stock, worth $2.72 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
77,030
Previous 83,262
7.48%
Holding current value
$2.72 Million
Previous $2.66 Billion
0.64%
% of portfolio
0.91%
Previous 1.0%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.77 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.33 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.32 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$626 Million0.28% of portfolio