Great Oak Capital Partners, LLC DIMENSIONAL ETF TRUST Transaction History

Great Oak Capital Partners, LLC

  • $289 Billion
  • Q3 2024
Number of Shares
355,365
Previous 338,689 4.92%
Holding current value
$22.5 Billion
Previous $20 Billion 12.72%
% of portfolio
7.78%
Previous 7.51%

Shares

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

Oct 08, 2024
BUY
N/A
16,676 Added 4.92%
355,365 $22.5 Billion
Q2 2024

Aug 13, 2024
BUY
N/A
88,003 Added 35.1%
338,689 $20 Billion
Q1 2024

Apr 15, 2024
BUY
N/A
80,443 Added 47.25%
250,686 $14.7 Billion
Q4 2023

Feb 26, 2024
BUY
N/A
170,243 New
170,243 $9.1 Billion
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