Great Oak Capital Partners, LLC Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Great Oak Capital Partners, LLC holds 1,213,060 shares of DFAT stock, worth $69.8 Million. This represents 22.39% of its overall portfolio holdings.
Number of Shares
1,213,060
Previous 1,204,295
0.73%
Holding current value
$69.8 Million
Previous $66.5 Billion
0.75%
% of portfolio
22.39%
Previous 22.99%
Shares
5 transactions
Others Institutions Holding DFAT
# of Institutions
699Shares Held
162MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$814 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$716 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$506 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$414 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$295 Million2.33% of portfolio