Great Oak Capital Partners, LLC Dimensional ETF Tr Short Durat 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 Short Durat stock. As of the latest transaction made, Great Oak Capital Partners, LLC holds 341,865 shares of DFSD stock, worth $16.3 Million. This represents 6.1% of its overall portfolio holdings.
Number of Shares
341,865
Previous 246,222
38.84%
Holding current value
$16.3 Million
Previous $11.6 Billion
40.08%
% of portfolio
6.1%
Previous 5.14%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
251Shares Held
42.7MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$113 Million11.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.18MShares$104 Million1.31% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$99.3 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$95.6 Million16.24% of portfolio
-
Planning Center, Inc.1.97MShares$94.3 Million16.69% of portfolio