Great Oak Capital Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Great Oak Capital Partners, LLC
- $349 Billion
- Q2 2025
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 874,413 shares of DFAR stock, worth $20.7 Million. This represents 5.89% of its overall portfolio holdings.
Number of Shares
874,413
Previous 819,010
6.76%
Holding current value
$20.7 Million
Previous $18.6 Billion
10.82%
% of portfolio
5.89%
Previous 6.2%
Shares
6 transactions
Others Institutions Holding DFAR
# of Institutions
266Shares Held
43.7MCall Options Held
27.2KPut Options Held
10K-
Vista Wealth Management Group, LLC3.13MShares$74.1 Million5.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.55MShares$60.2 Million0.08% of portfolio
-
Prudential Financial Inc Newark, NJ2.34MShares$55.4 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.07MShares$49.1 Million10.62% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.73MShares$41 Million3.75% of portfolio