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 636,548 shares of DIHP stock, worth $16.2 Million. This represents 5.34% of its overall portfolio holdings.
Number of Shares
636,548
Previous 586,191
8.59%
Holding current value
$16.2 Million
Previous $16.1 Billion
0.52%
% of portfolio
5.34%
Previous 5.55%
Shares
5 transactions
Others Institutions Holding DIHP
# of Institutions
211Shares Held
113MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$572 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$565 Million1.34% of portfolio
-
Savant Capital, LLC8.48MShares$216 Million2.0% of portfolio
-
Vista Wealth Management Group, LLC6.05MShares$154 Million11.58% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$153 Million3.18% of portfolio