Great Oak Capital Partners, LLC Dimensional ETF Tr Transaction History

Great Oak Capital Partners, LLC

$399 Billion
Q4 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 285,209 shares of DFIV stock, worth $13.7 Million. This represents 3.61% of its overall portfolio holdings.

Number of Shares

285,209

Previous 294,446 3.14%

Holding current value

$13.7 Million

Previous $13.6 Billion 5.74%

% of portfolio

3.61%

Previous 3.58%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 06, 2026	SELL	$45.13 - $48.25 $416,865 - $445,685	-9,237 Reduced 3.14%	285,209 $14.4 Billion
Q3 2025 Oct 17, 2025	BUY	$42.66 - $46.53 $381,977 - $416,629	8,954 Added 3.14%	294,446 $13.6 Billion
Q2 2025 Jul 15, 2025	BUY	$34.67 - $43.21 $2.2 Million - $2.75 Million	63,599 Added 28.66%	285,492 $12.3 Billion
Q4 2024 Jan 15, 2025	BUY	$34.86 - $37.97 $3.6 Million - $3.92 Million	103,219 Added 86.98%	221,893 $7.85 Billion
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

793

Shares Held

258M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Great Oak Capital Partners, LLC Dimensional ETF Tr Transaction History