Great Oak Capital Partners, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Great Oak Capital Partners, LLC
- $266 Billion
- Q2 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 9,368 shares of DFNM stock, worth $454,441. This represents 0.17% of its overall portfolio holdings.
Number of Shares
9,368Holding current value
$454,441% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
179Shares Held
20.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$126 Million3.59% of portfolio
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Foster Group, Inc.1.22MShares$59.2 Million2.38% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$58 Million0.64% of portfolio
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First Ascent Asset Management, LLC901KShares$43.7 Million4.9% of portfolio
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Geo Wealth Management, LLC Chicago, IL885KShares$42.9 Million1.92% of portfolio