Great Oak Capital Partners, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Great Oak Capital Partners, LLC
- $299 Billion
- Q4 2024
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 $454,483. This represents 0.15% of its overall portfolio holdings.
Number of Shares
9,514
Previous 9,426
0.93%
Holding current value
$454,483
Previous $456 Million
0.71%
% of portfolio
0.15%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding DFNM
# of Institutions
207Shares Held
22.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.1 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$54.7 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$45.8 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43 Million4.9% of portfolio