GREAT OAK CAPITAL PARTNERS, LLC: 13F holdings
CIK 20128682026Q2
| Positions | 45 |
|---|
| Reported value | $462.7m |
|---|
| Filed | 2026-07-14 |
|---|
Change since last quarter
| Positions | 45 (-2 vs prior quarter) |
|---|
| Reported value | $462.7m (+7.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DIMENSIONAL ETF TRUST | 1,438,350 | $100.2m | 21.7% |
| DIMENSIONAL ETF TRUST | 1,070,846 | $44.5m | 9.6% |
| DFEM DIMENSIONAL ETF TRUST | 1,087,715 | $42.0m | 9.1% |
| DFCF DIMENSIONAL ETF TRUST | 893,243 | $37.3m | 8.1% |
| WSBC DIMENSIONAL ETF TRUST | 922,973 | $37.0m | 8.0% |
| DISV DIMENSIONAL ETF TRUST | 871,449 | $35.5m | 7.7% |
| DIMENSIONAL ETF TRUST | 400,422 | $33.0m | 7.1% |
| DFSD DIMENSIONAL ETF TRUST | 663,877 | $31.6m | 6.8% |
| DIMENSIONAL ETF TRUST | 1,081,514 | $28.7m | 6.2% |
| DIHP DIMENSIONAL ETF TRUST | 722,192 | $24.4m | 5.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2012868")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples