Great Oak Capital Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Great Oak Capital Partners, LLC
- $299 Billion
- Q4 2024
A detailed history of Great Oak Capital Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Great Oak Capital Partners, LLC holds 819,010 shares of DFAR stock, worth $19.2 Million. This represents 6.2% of its overall portfolio holdings.
Number of Shares
819,010
Previous 779,202
5.11%
Holding current value
$19.2 Million
Previous $19.5 Billion
4.77%
% of portfolio
6.2%
Previous 6.74%
Shares
5 transactions
Others Institutions Holding DFAR
# of Institutions
220Shares Held
35.9MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC3.02MShares$70.9 Million4.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.2MShares$51.6 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.93MShares$45.2 Million12.28% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.63MShares$38.2 Million3.86% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$31.2 Million2.99% of portfolio