Great Oak Capital Partners, LLC DIMENSIONAL US CORE EQUITY 1 ETF Transaction History

Great Oak Capital Partners, LLC

  • $266 Billion
  • Q2 2024
Number of Shares
338,689
Previous 250,686 35.1%
Holding current value
$20 Billion
Previous $14.7 Billion 35.73%
% of portfolio
7.51%
Previous 6.53%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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