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 17,873 shares of DFSV stock, worth $552,454. This represents 0.19% of its overall portfolio holdings.

Number of Shares
17,873
Previous 16,678 7.17%
Holding current value
$552,454
Previous $485 Million 12.65%
% of portfolio
0.19%
Previous 0.18%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

BUY
$28.25 - $31.7 $33,758 - $37,881
1,195 Added 7.17%
17,873 $546 Million
Q2 2024

Aug 13, 2024

BUY
$27.81 - $30.13 $20,217 - $21,904
727 Added 4.56%
16,678 $485 Million
Q1 2024

Apr 15, 2024

BUY
$27.45 - $30.1 $122,921 - $134,787
4,478 Added 39.03%
15,951 $480 Million
Q4 2023

Feb 26, 2024

BUY
$23.61 - $29.53 $270,877 - $338,797
11,473 New
11,473 $334 Million

Others Institutions Holding DFSV

About DIMENSIONAL ETF TR DIMENSIONAL


  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
Track This Portfolio

Track Great Oak Capital Partners, LLC Portfolio

Follow Great Oak Capital Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Great Oak Capital Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Great Oak Capital Partners, LLC with notifications on news.