Great Oak Capital Partners, LLC Dimensional ETF Tr Transaction History
Great Oak Capital Partners, LLC
- $299 Billion
- Q1 2025
A detailed history of Great Oak Capital Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Great Oak Capital Partners, LLC holds 221,893 shares of DFIV stock, worth $9.32 Million. This represents 2.62% of its overall portfolio holdings.
Number of Shares
221,893
Previous 221,893
-0.0%
Holding current value
$9.32 Million
Previous $7.85 Billion
-0.0%
% of portfolio
2.62%
Previous 2.62%
Shares
3 transactions
Others Institutions Holding DFIV
# of Institutions
687Shares Held
226MCall Options Held
1.8KPut Options Held
200-
Envestnet Asset Management Inc20MShares$841 Million0.26% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.1MShares$802 Million1.75% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$469 Million4.47% of portfolio
-
Savant Capital, LLC8.49MShares$357 Million2.53% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.29MShares$306 Million0.15% of portfolio