Great Oak Capital Partners, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Great Oak Capital Partners, LLC holds 16,618 shares of DFIC stock, worth $467,962. This represents 0.14% of its overall portfolio holdings.
Number of Shares
16,618
Previous 19,833
16.21%
Holding current value
$467,962
Previous $553 Million
23.25%
% of portfolio
0.14%
Previous 0.19%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
438Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$57 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$830 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$772 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$460 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$173 Million10.37% of portfolio