Great Oak Capital Partners, LLC Dimensional ETF Tr U S Target 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 U S Target stock. As of the latest transaction made, Great Oak Capital Partners, LLC holds 1,183,352 shares of DFAT stock, worth $64 Million. This represents 23.33% of its overall portfolio holdings.
Number of Shares
1,183,352
Previous 1,046,514
13.08%
Holding current value
$64 Million
Previous $57 Billion
8.84%
% of portfolio
23.33%
Previous 25.28%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
648Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$771 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$673 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$467 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$406 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$262 Million2.47% of portfolio