Great Oak Capital Partners, LLC Dimensional ETF Tr U S Core Eq Transaction History
Great Oak Capital Partners, LLC
- $299 Billion
- Q4 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 63,928 shares of DFAC stock, worth $2.3 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
63,928
Previous 77,030
17.01%
Holding current value
$2.3 Million
Previous $2.64 Billion
16.65%
% of portfolio
0.74%
Previous 0.91%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
937Shares Held
746MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.8 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$638 Million0.28% of portfolio