Great Oak Capital Partners, LLC DIMENSIONAL ETF TRUST Transaction History

Great Oak Capital Partners, LLC

  • $299 Billion
  • Q4 2024
Number of Shares
64,314
Previous 64,061 0.39%
Holding current value
$3.26 Billion
Previous $3.25 Billion 0.12%
% of portfolio
1.09%
Previous 1.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
N/A
253 Added 0.39%
64,314 $3.26 Billion
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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