Great Oak Capital Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Great Oak Capital Partners, LLC
- $289 Billion
- Q3 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 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
Others Institutions Holding DFSV
# of Institutions
340Shares Held
95.2MCall Options Held
10.1KPut Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$254 Million3.73% of portfolio
-
Savant Capital, LLC6.57MShares$203 Million1.72% of portfolio
-
Jmg Financial Group, Ltd.5.2MShares$161 Million5.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.43MShares$106 Million0.15% of portfolio
-
Mather Group, Llc. Chicago, IL2.97MShares$91.8 Million1.18% of portfolio