Great Oak Capital Partners, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Great Oak Capital Partners, LLC holds 558,464 shares of DIHP stock, worth $15.1 Million. This represents 5.46% of its overall portfolio holdings.
Number of Shares
558,464
Previous 422,240
32.26%
Holding current value
$15.1 Million
Previous $11.4 Billion
27.48%
% of portfolio
5.46%
Previous 5.05%
Shares
3 transactions
Others Institutions Holding DIHP
# of Institutions
200Shares Held
92.9MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc17.5MShares$474 Million0.16% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.4MShares$470 Million1.16% of portfolio
-
Vista Wealth Management Group, LLC5.92MShares$160 Million11.81% of portfolio
-
Forum Financial Management, LP Lombard, IL5.79MShares$157 Million3.14% of portfolio
-
Carlson Capital Management3.81MShares$103 Million7.97% of portfolio