Great Oak Capital Partners, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Great Oak Capital Partners, LLC holds 23,251 shares of DFSV stock, worth $738,916. This represents 0.24% of its overall portfolio holdings.
Number of Shares
23,251
Previous 17,873
30.09%
Holding current value
$738,916
Previous $546 Million
30.01%
% of portfolio
0.24%
Previous 0.19%
Shares
5 transactions
Others Institutions Holding DFSV
# of Institutions
348Shares Held
95.2MCall Options Held
10.1KPut Options Held
0-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$242 Million3.5% of portfolio
-
Savant Capital, LLC6.57MShares$209 Million1.72% of portfolio
-
Jmg Financial Group, Ltd.5.2MShares$165 Million5.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.43MShares$109 Million0.15% of portfolio
-
Mather Group, Llc. Chicago, IL2.97MShares$94.4 Million1.18% of portfolio