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 350,682 shares of DISV stock, worth $9.78 Million. This represents 3.49% of its overall portfolio holdings.
Number of Shares
350,682
Previous 286,936
22.22%
Holding current value
$9.78 Million
Previous $7.67 Billion
31.54%
% of portfolio
3.49%
Previous 2.89%
Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
268Shares Held
57.9MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$234 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$173 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$87.8 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.56MShares$43.4 Million1.19% of portfolio
-
Ritholtz Wealth Management1.35MShares$37.7 Million1.2% of portfolio