Great Oak Capital Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Great Oak Capital Partners, LLC
- $266 Billion
- Q2 2024
A detailed history of Great Oak Capital Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Great Oak Capital Partners, LLC holds 744,463 shares of DFAR stock, worth $19.3 Million. This represents 6.71% of its overall portfolio holdings.
Number of Shares
744,463
Previous 516,955
44.01%
Holding current value
$19.3 Million
Previous $11.6 Billion
54.31%
% of portfolio
6.71%
Previous 5.13%
Shares
3 transactions
Others Institutions Holding DFAR
# of Institutions
200Shares Held
34.4MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$76.5 Million4.94% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.15MShares$55.7 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.88MShares$48.7 Million11.83% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$43.5 Million3.67% of portfolio
-
Savant Capital, LLC1.4MShares$36.2 Million0.3% of portfolio