Great Oak Capital Partners, LLC DIMENSIONAL GLOBAL REAL ESTATE ETF Transaction History

Great Oak Capital Partners, LLC

  • $266 Billion
  • Q2 2024
Number of Shares
37,510
Previous 134,845 72.18%
Holding current value
$1.01 Billion
Previous $3.44 Billion 70.76%
% of portfolio
0.38%
Previous 1.53%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
N/A
-97,335 Reduced 72.18%
37,510 $1.01 Billion
Q1 2024

Apr 15, 2024
SELL
N/A
-60,050 Reduced 30.81%
134,845 $3.44 Billion
Q4 2023

Feb 26, 2024
BUY
N/A
194,895 New
194,895 $5.06 Billion
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