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 22,042 shares of DFIC stock, worth $607,036. This represents 0.22% of its overall portfolio holdings.
Number of Shares
22,042
Previous 28,321
22.17%
Holding current value
$607,036
Previous $758 Million
24.18%
% of portfolio
0.22%
Previous 0.34%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
343Shares Held
221MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$655 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$643 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.3MShares$420 Million8.27% of portfolio
-
Evensky & Katz LLC5.74MShares$158 Million10.51% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$130 Million16.75% of portfolio