Great Oak Capital Partners, LLC DIMENSIONAL ETF TRUST Transaction History

Great Oak Capital Partners, LLC

  • $299 Billion
  • Q4 2024
Number of Shares
805,545
Previous 794,526 1.39%
Holding current value
$24.3 Billion
Previous $24.6 Billion 1.07%
% of portfolio
8.13%
Previous 8.51%

Shares

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

Jan 15, 2025
BUY
N/A
11,019 Added 1.39%
805,545 $24.3 Billion
Q3 2024

Oct 08, 2024
BUY
N/A
13,702 Added 1.75%
794,526 $24.6 Billion
Q2 2024

Aug 13, 2024
BUY
N/A
98,975 Added 14.52%
780,824 $22.7 Billion
Q1 2024

Apr 15, 2024
BUY
N/A
94,115 Added 16.01%
681,849 $20.4 Billion
Q4 2023

Feb 26, 2024
BUY
N/A
587,734 New
587,734 $15.9 Billion
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