Great Oak Capital Partners, LLC Dimensional ETF Tr Transaction History

Great Oak Capital Partners, LLC

  • $289 Billion
  • Q3 2024

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 118,674 shares of DFIV stock, worth $4.29 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares
118,674
Previous 96,423 23.08%
Holding current value
$4.29 Million
Previous $3.42 Billion 31.56%
% of portfolio
1.56%
Previous 1.29%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
BUY
$34.66 - $38.38 $771,219 - $853,993
22,251 Added 23.08%
118,674 $4.51 Billion
Q2 2024

Aug 13, 2024
BUY
$35.5 - $38.02 $3.42 Million - $3.67 Million
96,423 New
96,423 $3.42 Billion

Others Institutions Holding DFIV

# of Institutions
560
Shares Held
193M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
Track This Portfolio

Track Great Oak Capital Partners, LLC Portfolio

Follow Great Oak Capital Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Great Oak Capital Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Great Oak Capital Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email