Great Oak Capital Partners, LLC DIMENSIONAL ETF TRUST Transaction History

Great Oak Capital Partners, LLC

  • $289 Billion
  • Q3 2024
Number of Shares
64,061
Previous 55,730 14.95%
Holding current value
$3.25 Billion
Previous $2.83 Billion 14.99%
% of portfolio
1.13%
Previous 1.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
BUY
N/A
8,331 Added 14.95%
64,061 $3.25 Billion
Q2 2024

Aug 13, 2024
BUY
N/A
17,108 Added 44.3%
55,730 $2.83 Billion
Q1 2024

Apr 15, 2024
BUY
N/A
17,334 Added 81.43%
38,622 $1.95 Billion
Q4 2023

Feb 26, 2024
BUY
N/A
21,288 New
21,288 $1.07 Billion
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