Great Oak Capital Partners, LLC Dimensional ETF Tr Natl Mun Bd 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 Natl Mun Bd stock. As of the latest transaction made, Great Oak Capital Partners, LLC holds 9,514 shares of DFNM stock, worth $449,155. This represents 0.15% of its overall portfolio holdings.
Number of Shares
9,514
Previous 9,514
-0.0%
Holding current value
$449,155
Previous $453 Million
-0.0%
% of portfolio
0.15%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding DFNM
# of Institutions
250Shares Held
26.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$129 Million3.62% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.5 Million0.64% of portfolio
-
Foster Group, Inc.1.1MShares$52.1 Million2.05% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.5 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.5 Million1.79% of portfolio