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 286,936 shares of DISV stock, worth $8.06 Million. This represents 2.89% of its overall portfolio holdings.
Number of Shares
286,936Holding current value
$8.06 Million% of portfolio
2.89%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
263Shares Held
56.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$236 Million10.25% of portfolio
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Forum Financial Management, LP Lombard, IL6.02MShares$169 Million3.34% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$88.5 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO1.56MShares$43.7 Million1.19% of portfolio
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Ritholtz Wealth Management1.31MShares$36.7 Million1.17% of portfolio