Great Oak Capital Partners, LLC Dimensional ETF Tr Dimensional Transaction History

Great Oak Capital Partners, LLC

$381 Billion
Q3 2025

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 12,704 shares of DFIC stock, worth $418,342. This represents 0.11% of its overall portfolio holdings.

Number of Shares

12,704

Previous 14,378 11.64%

Holding current value

$418,342

Previous $447 Million 6.38%

% of portfolio

0.11%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	$30.76 - $33.01 $51,492 - $55,258	-1,674 Reduced 11.64%	12,704 $418 Million
Q2 2025 Jul 15, 2025	SELL	$24.94 - $31.15 $55,865 - $69,776	-2,240 Reduced 13.48%	14,378 $447 Million
Q4 2024 Jan 15, 2025	SELL	$25.61 - $28.0 $82,336 - $90,020	-3,215 Reduced 16.21%	16,618 $424 Million
Q3 2024 Oct 08, 2024	SELL	$25.36 - $28.37 $56,020 - $62,669	-2,209 Reduced 10.02%	19,833 $553 Million
Q2 2024 Aug 13, 2024	SELL	$25.73 - $27.44 $161,558 - $172,295	-6,279 Reduced 22.17%	22,042 $574 Million
Q1 2024 Apr 15, 2024	BUY	$24.62 - $26.83 $63,642 - $69,355	2,585 Added 10.04%	28,321 $758 Million
Q4 2023 Feb 26, 2024	BUY	$22.18 - $25.58 $570,824 - $658,326	25,736 New	25,736 $657 Million

Others Institutions Holding DFIC

# of Institutions

524

Shares Held

300M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
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Great Oak Capital Partners, LLC Dimensional ETF Tr Dimensional Transaction History