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
1,046Shares Held
796MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.06 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.67 Billion3.97% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Forum Financial Management, LP Lombard, IL36.8MShares$1.32 Billion25.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$653 Million0.26% of portfolio